Job Description
Company Overview:
Lloyds Banking Group is a renowned financial services provider in the UK, offering a wide range of banking and insurance products to millions of customers across the country. With a strong presence in the banking and finance industry, Lloyds Banking Group is committed to providing excellent financial solutions and customer service.
Key Responsibilities for Financial Advisor:
- Provide comprehensive financial advice to clients based on their financial goals and circumstances
- Conduct thorough financial assessments and analysis to develop tailored financial plans
- Offer recommendations on investments, pensions, mortgages, and other financial products
- Monitor and review clients' financial situations regularly to ensure their goals are on track
- Keep up-to-date with market trends, regulations, and financial products to provide accurate advice
- Build and maintain strong client relationships through effective communication and trust-building strategies
Required Qualifications:
- Minimum of a Bachelor's degree in Finance, Economics, Business, or related field
- Recognised financial advisory qualifications such as CeMAP, DipFA, or equivalent
- Proven experience working as a financial advisor in a banking or financial institution
- Sound knowledge of financial products, investment strategies, and regulatory requirements
- Strong understanding of financial planning principles and risk management
Desired Skills:
- Excellent interpersonal and communication skills
- Ability to explain complex financial concepts in a clear and understandable manner
- Strong analytical and problem-solving abilities
- Proactive approach to identifying client needs and providing suitable solutions
- Proficiency in financial software and tools for analysis and reporting
Compensation & Benefits:
Salary Range: £30,000 - £45,000 per annum (depending on experience and qualifications)
- Competitive bonus scheme based on performance
- Pension scheme with employer contributions
- Healthcare benefits
- Employee discounts on banking and insurance products
- Opportunities for career development and training
How to Apply:
To apply for the Financial Advisor position at Lloyds Banking Group in Cambridge, East of England, please visit our careers website and submit your updated CV along with a cover letter outlining your relevant experience and qualifications. We look forward to receiving your application and potentially welcoming you to our dynamic team of financial professionals.
Required Skills
- Financial Analysis
- Risk Assessment
- Regulatory Compliance