HSBC Career Financial Advisor Job

Commercial Independent Financial Advisor
Requisition ID	9336
Full/Part Time	Full-time
Location	Slough, BERKS CRANFORD, MDDSX
Description	Providing independent financial advice to Commercial and Corporate customers with at least £1 million turnover, you’ll be operating within a highly complex and demanding environment. You’ll deal directly with new and existing customers to explore their current circumstances and future objectives, delivering holistic financial planning based on these needs and in line with our ethos of Treating Customers Fairly. Keeping abreast of societal, competitor and market trends and how they impact on service delivery, you’ll also research and analyse customer information to inform recommendations. Ultimately you’ll expand and enhance our business by delivering a needs-focused customer service and building effective relationships with lead providers. As well as being people focused, you’ll need to be conscientious, keen to exceed goals and deliver high quality solutions. And, well organised, you’ll remain calm and focused when dealing with pressurised workloads and the demands of commercial, financially aware customers Please note that this role requires the following regulatory qualifications: Full FPC (Financial Planning Certificate) or CeFA (Certificate for Financial Advisors), Competent Advisor Status (CAS).
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