Financial Services Associate

Job Opportunity
A leading financial services company engaged in financial consultancy is looking for Financial Services Associate to join our dynamic team.
Job description
Providing clients with advice on financial matters, making recommendations on ways to best utilise their money. The role involves advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.
Clients may be:
private individuals;
corporate organisations;
specific groups, e.g., societies
Advisers may specialise in particular products, depending on their clients, e.g., Currencies, Commodities and Indices etc`.
Tasks typically involve:
contacting new clients and setting up meetings, either within an office environment or in clients' homes or business premises;
conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
analysing information and preparing plans best suited to individual clients' requirements;
designing financial strategies;
providing clients with information on new and existing products and services;
assisting clients to make informed decisions;
talking to groups and individuals about personal finance;
researching information from various sources, including providers of financial products;
keeping up to date with financial products and legislation;
maintaining detailed records to comply with the regulations of the Financial Services Authority (FSA);
contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
preparing and sending out annual summaries of investment and cost details to clients.
Male and female candidates are encouraged to apply by sending their CV along with a cover letter at mas_995@hotmail.com
Contact Person: Mr. Syed Muqarrab Ali Shah
Cell: 0333 463 9361
Tel 042-111-818-818
Excel Financial Services (Pvt.) Limited.
URL: http://www.excelfsl.com/