Financial Adviser

May 25, 2023

Apply Now
Logo of Uvation


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


• 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


• 3+ years' experience of working on a Financial Adviser • 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


• N/A

Apply Now
Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or
Jobs by Title
Remote Account Executive jobsRemote Accounting, Payroll & Financial Planning jobsRemote Administration jobsRemote Android Engineer jobsRemote Backend Engineer jobsRemote Business Operations & Strategy jobsRemote Chief of Staff jobsRemote Compliance jobsRemote Content Marketing jobsRemote Content Writer jobsRemote Copywriter jobsRemote Customer Success jobsRemote Customer Support jobsRemote Data Analyst jobsRemote Data Engineer jobsRemote Data Scientist jobsRemote DevOps jobsRemote Ecommerce jobsRemote Engineering Manager jobsRemote Executive Assistant jobsRemote Full-stack Engineer jobsRemote Frontend Engineer jobsRemote Game Engineer jobsRemote Graphics Designer jobsRemote Growth Marketing jobsRemote Hardware Engineer jobsRemote Human Resources jobsRemote iOS Engineer jobsRemote Infrastructure Engineer jobsRemote IT Support jobsRemote Legal jobsRemote Machine Learning Engineer jobsRemote Marketing jobsRemote Operations jobsRemote Performance Marketing jobsRemote Product Analyst jobsRemote Product Designer jobsRemote Product Manager jobsRemote Project & Program Management jobsRemote Product Marketing jobsRemote QA Engineer jobsRemote SDET jobsRemote Recruitment jobsRemote Risk jobsRemote Sales jobsRemote Scrum Master / Agile Coach jobsRemote Security Engineer jobsRemote SEO Marketing jobsRemote Social Media & Community jobsRemote Software Engineer jobsRemote Solutions Engineer jobsRemote Support Engineer jobsRemote Technical Writer jobsRemote Technical Product Manager jobsRemote User Researcher jobs