Financial Advisor

Position Overview:
We are seeking a Qualified Financial Advisor to join our team . As a Financial Advisor, you will play a vital role in providing comprehensive financial planning and guidance to our clients. Your expertise will contribute to the growth of our business and the financial well-being of our clients. Must be fully qualified and experienced.
Responsibilities:
* Offer expert financial advice and guidance to clients to help them achieve their financial goals.
* Conduct thorough assessments of clients' financial situations, including their income, assets, expenses, and future goals.
* Develop personalized financial plans that encompass investment strategies, retirement planning, tax considerations, and risk management.
* Stay up-to-date with market trends, investment products, and financial regulations to provide accurate and relevant advice.
* Build and maintain strong relationships with clients, ensuring trust and open communication.
* Collaborate with other team members and leadership to contribute to the company's growth and success.
* Participate in meetings and training sessions to enhance your skills and knowledge.
* Provide clients with exceptional customer service, addressing their concerns and queries promptly.
Qualifications and Characteristics:
* Excellent interpersonal skills and the ability to connect with clients of diverse backgrounds.
* Strong communication skills to convey complex financial concepts in a clear and understandable manner.
* Detail-oriented and analytical, with a keen eye for financial data and trends.
* Able to work independently and as part of a team to achieve company objectives.
Compensation and Benefits:
* Competitive Pay structure based on servicing existing clients and new business .
* Access to a shared work area with essential amenities, including all necessary equipment
* Supportive office environment and access to leadership.
* Comprehensive office facilities, including printers, scanners, kitchen amenities, and more.
* Professional Indemnity Insurance excess coverage provided.
* Access to research tools, including industry-standard resources.
* Paraplanning & Admin support for efficient client service.
* Commitment to constant improvement, ensuring excellent service to clients.
* Pension
* 3x Death in Service
* Private Medical Insurance
* 20 Days Holiday plus Bank Holidays 1 extra day for every year of service
Why Choose Us:
We have a large and well-established client base, principally in the South East of England, with a client retention rate consistently over 98%. Approaching £1bn funds under management, we are proud to be recognized as one of the largest practices by funds under management within St. James's Place. This means a forever growing environment for our Advisors meaning lots of growth and opportunities
Key words IFA / Independent Financial Advisor / Financial Advisor / Wealth Manager / Wealth Planner / Wealth Management / Pensions Advisor / Pensions Specialist / Chartered Financial Advisor / Chartered Financial Planner / Financial Planning / Strategic Financial Advice / Strategic Financial Planning/Financial Administrator/IFS Admin/Client Relationship Manager
If you are considering a new role and want to discuss further. Please apply to this role or give Amy Harris a call to discuss options -
Amy Harris - Supporting IFA's and Financial Advisors across the UK
Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role