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Financial Consultant

Finance Enquire

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Full Description

We are looking to hire a financial consultant to join our team. You will spend your days meeting and liaising with clients to review their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate level 4 investment qualification and deep knowledge of Jersey's financial legislation and available products.

You will be liaising with and advising our new and existing clients, while ensuring all internal and external compliance requirements are upheld. To include ongoing CPD specific to the role.

You must have experience in providing quality financial advice within the Jersey financial services environment, to include pensions (RTS). Level 4 investment qualification compulsory and a good knowledge of Office 365, Word and Excel. With excellent verbal and written communication skills essential.

We are looking for a diligent worker, who is honest and hard working. They will need to be able to work collaboratively, while being accountable for their own actions and able to prioritise appropriately.

In return, we can offer a friendly and supportive office environment with salary to reflect your level of knowledge and experience.

Both full and part time applicants considered.