Job description
Job summary
Seeking a Qualified Financial Advisor to join our teamProvide comprehensive financial planning and guidanceContribute to the growth of our business and clients' financial well-being
Job seniority: mid-to-senior level
Responsibilities
• Offer expert financial advice and guidance to clients• Conduct thorough assessments of clients' financial situations• Develop personalized financial plans• Stay up-to-date with market trends and regulations• Build and maintain strong relationships with clients• Collaborate with team members and leadership• Participate in meetings and training sessions• Provide exceptional customer service to clients
Requirements
• Excellent interpersonal skills• Strong communication skills• Detail-oriented and analytical• Able to work independently and as part of a team
Key Skills Needed
• Interpersonal skills• Communication skills• Analytical skills
Benefits
• Competitive Pay structure• Access to shared work area and essential amenities• Supportive office environment• Access to leadership and comprehensive office facilities• Professional Indemnity Insurance coverage• Access to research tools and Paraplanning & Admin support• Commitment to constant improvement• Pension, Death in Service, and Private Medical Insurance• 20 Days Holiday plus Bank Holidays and additional day per year of service