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Financieel Dienstverlening Als Financieel Adviseur Dienstverlening bij gemeente Epe adviseer je budgethouders, management en bestuur, bewaak en analyseer je budgetten, signaleer je kansen en risico's en draag je bij aan begroting, rapportages en jaarrekening voor sterke financiële sturing. Direct solliciteren Neem contact op Automatisch verbeterd voor betere leesbaarheid Financieel Dienstverlening Role purpose: Advise and support clients on financial products and services, ensuring compliant, customer-focused solutions that improve financial well-being and satisfaction. - Conduct client intake, analyze financial needs, and define suitable advice trajectories. - Provide clear guidance on financial products (e.g., mortgages, insurance, savings, investments) aligned with client goals and risk profile. - Prepare and explain proposals, comparisons, and recommendations in an understandable way. - Manage the end-to-end advisory process: documentation, follow-up, and coordination with internal and external stakeholders. - Ensure adherence to relevant laws, regulations, and internal compliance standards (e.g., duty of care, KYC/AML where applicable). - Maintain accurate client records and reporting for auditability and service continuity. - Identify cross-sell/up-sell opportunities ethically and contribute to service quality improvements. Required skills and qualifications - Financial advisory expertise with strong product knowledge and client-centric communication. - Analytical skills to assess financial positions, risks, and suitability. - Regulatory awareness and disciplined documentation practices. - Stakeholder management and ability to work across teams. - Accuracy and integrity in handling sensitive client data. - High-quality, compliant advice that matches client needs. - Efficient service delivery and strong client satisfaction. - Well-documented cases and reduced operational risk. Wil jij jouw financiële expertise inzetten ...



