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Job Description Template CoverThis job description template is provided free of charge by:Stop tracking expiration dates manually. Best for tracking and managing expiration dates for:ContractsPermitsLicensesInsuranceMaintenance schedule Advisor Job Description TemplateOverviewFinancial advisers provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring clients are aware of and understand products that best meet their needs and then securing a sale.Advisers may specialise in particular products, depending on their clients, such as selling employee pension schemes to companies or offering mortgage, pension or investment advice to private clients. Others are generalists, offering advice to clients in all of these areas, as well as saving plans and insurance..Job DutiesProvide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)Assess client’s overall financial picture, understand their needs and develop a solid financial planGuide clients towards a profitable and secure financial decisionCultivate client base and build win-win relationshipsNetwork, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotasKeep abreast of new industry’s trends and research market to back up financial consultingOversee the course of the financial plan and update it, if necessary, to ensure profitsComply with all industry rules and regulationsLiaise with providers, solicitors, valuers and other professionalsSkillsProven working experience as a Financial adviser or relevant experienceTrack record of successful financial guidanceAbility to analyse market’s financial data and to provide appropriate data-based adviceStrong communication, negotiation and presentation skillsAccuracy, attention to detail and the ability to explain complex information clearly and simplyExcellent PC knowledge and ability to operate database systemsCurrent certificate of qualifications (FCA, CII, DipFA, CISI or other)BS degree in Finance or related field ................
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