SENIOR CONSULTANT, FINANCIAL ADVISORY: Credo
Whether already part of the industry, or ready for a brand new challenge, Credo is looking for an enthusiastic individual to join the organisation and play a key role in servicing its clients. Applicants should have a strong customer focus as they may be dealing with external clients as well as various departments within the company. Please visit the website for further information about this role.
Position: Senior Consultant, Financial Advisory
Location: London
Hours: Full Time
Salary Guide: £25,000 – £37,500
Last Updated: 30 August 2024
Job Category: Strategy & Consultancy
Financial Advisor Role:
A Financial Advisor, or Independent Financial Advisor helps people or businesses organise their finances. Duties include discussing finances and financial goals with clients, developing financial strategies for clients and reporting on financial progress.
Other Duties:
- Meeting clients and discussing their finances and financial goals
- Researching financial products for clients and explaining their key features and benefits
- Negotiating better financial deals with providers on a clients behalf
- Researching financial law changes and economic trends
- Reporting their clients financial results and investment progress
- Supporting investment professionals to cultivate client relationships
