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Senior Financial Consultant
2 months ago
About the Role
Huxton Black is seeking an experienced Financial Advisor to serve as a valuable intermediary between our company and clients. As a Senior Financial Consultant, you will provide comprehensive financial guidance and offer tailored recommendations to help clients maximize their financial potential.
Key Responsibilities
- Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
- Assess clients' overall financial picture, understand their needs, and develop a solid financial plan.
- Guide clients towards a profitable and secure financial decision.
- Cultivate client relationships and build win-win partnerships.
- Network, generate leads, and sell ETF-based model portfolio management strategies to meet sales quotas.
- Stay up-to-date with new industry trends and conduct market research to support financial consulting.
- Oversee the course of the financial plan and update it, if necessary, to ensure profits.
- Comply with all industry rules and regulations.
- Liaise with providers, solicitors, valuers, and other professionals.
Requirements and Skills
- Proven working experience as a Financial Advisor, Controller, Planner, Specialist, or relevant experience.
- Track record of successful financial guidance.
- Ability to analyze market financial data and provide data-based advice.
- Strong communication, negotiation, and presentation skills.
- Accuracy, attention to detail, and the ability to explain complex information clearly and simply.
- Excellent PC knowledge and ability to operate database systems.
- Current certificate of qualifications (CFA, CIM, or working towards).
- Undergraduate degree in Business, Finance, Economics, or related field.
