Financial Adviser

May 25, 2023

Uvation

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We understand that the world is already overpopulated with IT consultancies, each offering the same types of services$1. .$1

Collaboration & Workforce Productivity • Enterprise Software • Cloud Computing • Technology Infrastructure • Applications & Product Development

11 - 50

Description

• Provide guidance towards profitable and secure financial solutions to the customers • Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage and so on • Explore clients' overall financial situation, investigate their needs and suggest solid financial plans • Build client base and maintain win-win relationships • Explore and generate leads and research opportunities for mutual funds, stocks, bonds etc to meet sales goals • Stay informed about trends and updates of industry niche • Review financial plans and optimize them to ensure profits • Ensure compliance with all industry rules and regulations • Interact with providers, solicitors, valuers and other professionals

Requirements

• 3+ years' experience of working on a Financial Adviser, Planner (http://www.link...), Specialist (http://www.link...) or other relevant position • Solid experience in analysing market’s financial data and providing consulting services in this area • Track record of successful financial guidance • Significant experience with PCs, particularly with database systems operating • Excellent communication, negotiation and presentation skills • Accuracy, close attention to detail and the ability to provide detailed and plain explanations on complex data • BS degree in Finance or other related area and a certification such as FCA, CII, DipFA, CISI or other

Benefits

• Competitive salary • Performance-based bonuses • Health, vision, and dental insurance • 401(k) retirement plan with company match • Paid time off and holidays • Professional development opportunities