Experience

Verona Pharma
• United Kingdom
• Biotechnology Research
• 1 - 100 Employee
• Sr. Director Regulatory Affairs Advertising, Promotion and Labeling

  • Mar 2023 - Present


Moody's Analytics

• Consumer Goods Rental

• Financial Services Adviser

  • Mar 2020 - Present

  A financial services advisor is a professional who is responsible for providing specialized financial counseling and advice to clients. Their main goal is to help clients set personal or business financial goals and provide relevant financial product and service solutions. Financial services advisors need to have in-depth financial knowledge and skills to understand their clients' needs and develop personalized solutions based on their financial situation and goals. They need to have a thorough understanding of market trends, financial products and services to be able to provide the best advice and solutions to their clients. The job duties of a financial services advisor mainly include communicating with clients face-to-face or over the phone to understand their financial situation and goals and develop a personalized financial plan based on their needs. They need to assess the risk tolerance of their clients and provide advice accordingly to help them choose investment strategies and products that are suitable for them. In addition, financial services advisors need to possess good communication and sales skills to effectively communicate complex financial concepts and product information from which clients can understand and accept. They also need to build and maintain good relationships with clients and consistently provide excellent customer service to ensure that clients are satisfied with the solutions they provide. Financial services advisors typically work in an office or financial institution environment, and they may be required to work with team members to address clients' financial needs. They are often required to comply with financial regulators' regulations and codes of ethics to ensure that their services meet legal standards and client interests. Show less