ADJACENCY RECRUITMENT Salary
DARWIN HOUSE 67 RODNEY ROAD CHELTENHAM GL50 1HX ENGLAND
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Earnings on positions in ADJACENCY RECRUITMENT
ADJACENCY RECRUITMENT is looking for employees for positions:
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Salary
- salary
Responsibility
- assist Financial Advisors in conducting comprehensive reviews and analysis of clients' financial situations, goals, and objectives
- collaborate with Financial Advisors to develop customized financial plans and investment strategies that align with clients' needs
- perform in-depth research and analysis of investment options, insurance plans, and other financial products to support recommendations
- prepare detailed financial reports, including cash flow projections, retirement planning analysis, and risk management assessments
- assist in preparing investment proposals and client presentations
- liaise with clients, investment managers, and other professionals to gather necessary information and ensure smooth implementation of financial plans
- keep up-to-date with industry changes, new legislation, and best practices to provide accurate and current financial advice
- provide general administrative support to the Financial Advisors, such as maintaining client records and handling client inquiries
Requirements
- A bachelor's degree in Finance, Economics, or a related field
- strong analytical and problem-solving skills
- excellent attention to detail and ability to prioritise tasks effectively
- exceptional communication skills, both written and verbal
- passionate about personal finance and eager to learn and grow in the industry