Uvation is hiring a
Financial Adviser

Summary

Join our team as an experienced Financial Adviser to connect our company with customers by providing financial consulting services and helping them utilize their money efficiently.

Requirements

• 3+ years' experience of working on a Financial Adviser, Planner (http://www.link...), Specialist (http://www.link...) or other relevant position
• Solid experience in analysing market’s financial data and providing consulting services in this area
• Track record of successful financial guidance
• Significant experience with PCs, particularly with database systems operating
• Excellent communication, negotiation and presentation skills
• Accuracy, close attention to detail and the ability to provide detailed and plain explanations on complex data
• BS degree in Finance or other related area and a certification such as FCA, CII, DipFA, CISI or other

Responsibilities

• Provide guidance towards profitable and secure financial solutions to the customers
• Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage and so on
• Explore clients' overall financial situation, investigate their needs and suggest solid financial plans
• Build client base and maintain win-win relationships
• Explore and generate leads and research opportunities for mutual funds, stocks, bonds etc to meet sales goals
• Stay informed about trends and updates of industry niche
• Review financial plans and optimize them to ensure profits
• Ensure compliance with all industry rules and regulations
• Interact with providers, solicitors, valuers and other professionals