Job Description:
We are seeking a skilled Senior Financial Strategist to join our team at EFE Personnel Limited in North West England. This permanent, full-time position involves providing investment, pension, and insurance advice, analysing financial information to make informed recommendations, and developing long-term financial plans for clients.
Key Responsibilities:
* Provide comprehensive financial advice on investments, pensions, and insurance products
* Analyse complex financial data to inform strategic recommendations
* Develop and implement tailored financial plans for clients
Requirements:
* Strong financial analysis and product knowledge skills
* Excellent communication and interpersonal skills
Benefits:
This role offers a competitive salary and benefits package, including a generous bonus scheme, ensuring a total remuneration of approximately £50,000 per annum.
About the Role:
In this exciting opportunity, you will work closely with clients to understand their financial goals and objectives, providing expert guidance to help them achieve their desired outcomes.