Consultant/Financial Advisor

Published: February 9, 2018
Location
Job Type
Category
Country
Jersey
Job Reference
245/894386/RH0218

Description

Great role for JFSC Level 4 qualified financial adviser to provide first-class financial planning service to existing and prospective corporate and private clients and help meet financial objectives.  Main duties will involve providing assisting clients to understand pension performance within market movements; write reports to clients with recommendations explaining products and services offered; write retirement options reports clearly stating full options; adhere to agreed compliance procedures.

Strong interpersonal, MS Office, analytical, problem solving, client relationship and presentation skills required; knowledge of customer service standards; working knowledge of Jersey tax legislation; detailed knowledge of law and regulations pertaining to financial advice.

Five years continuous residence in Jersey required.

Recruitment Contact Tel/Email

For more details contact Ross Hunter on 888345 or ross.hunter@thomasdessain.com