Financial Services Agent

Job Description

The Financial Services Agent will be responsible for providing tailored financial advice and recommendations to clients. The role includes assisting with investment decisions, recommending financial products and services, and managing client portfolios, ensuring client satisfaction and retention.

Responsibilities

• Provide tailored financial advice based on client needs
• Assist clients in making informed investment choices
• Monitor client portfolio performance and conduct regular reviews
• Build and sustain trusted client relationships
• Keep abreast of market changes and financial legislation
• Ensure compliance with financial regulations
• Provide clear and detailed financial reports to clients
• Work collaboratively within a team to meet targets
• Participate actively in training and development programmes

Requirements

Education

• Bachelor's degree in finance, accounting, economics or a related field
• Certified Financial Planner (CFP) or equivalent certification

Experience

• At least 2 years of experience in financial services, particularly in a client-facing role

Technical Skills

• Microsoft Office
• Financial Planning Software (e.g. XPLAN)

Soft Skills

• Excellent communication skills
• Analytical skills

Certifications

• Financial Industry Regulatory Authority (FINRA) certification

Languages

• English: Fluent

Advantageous

• Experience with tax planning and estate planning: Knowledgeable in strategies for tax minimisation and estate management.
• Experience dealing with high-net-worth clients: Proficiency in catering to the needs of affluent clients.

Benefits

• Competitive salary between £25,000 to £50,000 per annum
• Performance-related bonuses
• Health, dental, and vision insurance
• Flexible working hours
• Opportunities for professional development

Company Culture

• Innovation: We encourage creativity and innovative approaches in our work.
• Collaboration: Teamwork is at the heart of our operations, promoting shared success.
• Inclusivity: We embrace diversity and encourage all voices within the company.