Entry Financial Sales Advisor - Work From Home Liverpool
Job description
Responsibilities:- Provide financial planning services to clients, including investment advice, retirement planning, and estate planning.- Analyze clients' financial goals, risk tolerance, and investment preferences to develop personalized financial strategies.- Recommend suitable investment products and services based on clients' needs and objectives.- Monitor and review clients' investment portfolios to ensure they remain aligned with their financial goals.- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments.- Build and maintain strong relationships with clients through regular communication and proactive service.- Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial solutions.Requirements:- Excellent communication and interpersonal skills.- Ability to build trust with clients and provide exceptional customer service.- Proficient in using financial planning software and tools.- Must adhere to ethical standards and comply with all relevant regulations.We offer competitive compensation packages including base salary plus commission. Additionally, we provide ongoing training and professional development opportunities to help you grow your career as a Financial Advisor. Join our team of dedicated professionals and make a positive impact on the financial well-being of our clients.To apply for this position, please submit your resume and cover letter detailing your qualifications and interest in the role.Job Types: Permanent, Part-time, Full-timePart-time hours: 30 per weekSalary: £14.00-£20.00 per hourBenefits:FlexitimeFree or subsidised travelFree parkingOn-site parkingWork from homeFlexible Language Requirement:English not requiredSchedule:Day shiftFlexitimeMonday to FridayNight shiftSupplemental pay types:Bonus schemeCommission payPerformance bonusTipsYearly bonusExperience:Sales: 1 year (preferred)Work Location: Hybrid remote in Liverpool, L1 8DN
