Your goal is to help individuals identify ways to eliminate financial risks and recommend the most appropriate products and services, ensuring clients are aware of the products that best meet their needs.
Qualifications
- Proven analytical and research skills for identifying client needs and assessing financial risks.
- Strong presentation, communication, and client engagement skills.
- Knowledge of financial products, protection policies, and experience in financial consulting or advisory.
- Self-motivated, with a can-do attitude, the ability to work independently, and the ability to prioritize tasks effectively in a remote setting.
- Knowledge of financial regulations and compliance standards in the United Kingdom is an advantage.
- A bachelor’s degree in Finance, Economics, Business, or a related field is preferred.
- Must have the right to work in the United Kingdom.
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