Client Services Advisor 

Liverpool

Salary: Depending on Experience

A leader in the Financial Services sector, is looking for a passionate and knowledgeable Financial Services individual. The successful candidate will experience the satisfaction of helping them realise their long-term financial ambitions and working alongside a Financial Advisor.

Responsibilities

• Conduct a comprehensive analysis of clients' personal finances, current situation and future goals.
• Assist clients on the most effective investments, taking their individual preference and goals into account.
• Help clients realise their long-term financial ambitions.
• Provide personal financial guidance services.

Skills and Experience

• At least three 1-2yrs experience in a Financial Services, Financial Planning/Wealth Management.
• or a Degree-level qualification or equivalent in Business Economics, Mathematics, Finance or similar.
• Understanding of Wealth Management administration 
• Ability to operate in a demanding environment with a focus on delivering excellent client services.
• Strong problem-solving skills and a vested interest in financial technology.

As a successful candidate, you will be rewarded with a competitive salary, pension and other work perks in a warm and welcoming company atmosphere. You will have the chance to make a real difference in the lives of your clients, working alongside a close-knit and friendly team.

We invite interested candidates to apply now.