About the Financial Adviser position
We are looking for an experienced Financial Adviser who will take the intermediary role to connect our company and our customers. Your duties will include providing customers with financial consulting services and help them utilize their money most efficiently.
We expect you to be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close sales.
Financial Adviser responsibilities are:
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Provide guidance towards profitable and secure financial solutions to the customers
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Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage and so on
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Explore clients' overall financial situation, investigate their needs and suggest solid financial plans
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Build client base and maintain win-win relationships
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Explore and generate leads and research opportunities for mutual funds, stocks, bonds etc to meet sales goals
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Stay informed about trends and updates of industry niche
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Review financial plans and optimize them to ensure profits
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Ensure compliance with all industry rules and regulations
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Interact with providers, solicitors, valuers and other professionals
Financial Adviser requirements are:
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3+ years' experience of working on a Financial Adviser, Planner (http://www.link...), Specialist (http://www.link...) or other relevant position
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Solid experience in analysing market’s financial data and providing consulting services in this area
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Track record of successful financial guidance
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Significant experience with PCs, particularly with database systems operating
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Excellent communication, negotiation and presentation skills
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Accuracy, close attention to detail and the ability to provide detailed and plain explanations on complex data
- BS degree in Finance or other related area and a certification such as FCA, CII, DipFA, CISI or other
Top Skills
What We Do
We understand that the world is already overpopulated with IT consultancies, each offering the same types of services. This is why Uvation takes the role of ‘consultant’ one step further. We don’t just want to provide clients with advice about software and hardware, but rather serve as your comprehensive and strategic IT and security partner.
Modern companies are requiring distinctive IT and security solutions within their niches. We know that meeting these unique needs, through trusted consultation and fully integrated solutions specifically tailored to your budget, is critical for businesses to scale effectively and navigate safely within an ever-transformative digital landscape.
With a physical presence across North America, the EU and the Asia Pacific, we aim to be an end-to-end company that provides transformative services to address the most pressing technology challenges through each department of our business, which we call our focus areas. To meet today’s wide scope of IT and security needs, we’ve created devoted teams and resources to focus on specific sectors like aerospace and defense, the public sector, healthcare and the nonprofit field.
Get Rewarded With Us
By partnering with Uvation, you now get more out of every purchase with Uvation Rewards. Yes, our primary focus is on the success of our clients and their communities by delivering tangible results, not vague promises. In equal measure, we want our clients to get rewarded for investing in the future of their companies and the communities in which they thrive. Every time you invest in your company with Uvation, you now earn back cloud credits, gift cards and loyalty points that can even be converted into cash donations to support the missions of some of the world’s best charities.
Contact us today for a free 30-minute consultation to see how we can provide your company with the full-stack services, innovative products, and pioneering technologies you deserve
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