Financial Planning Career Opportunity
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Job Description
We are seeking a seasoned and ambitious Financial Adviser to join our team. As a key player in the financial services industry, you will be responsible for providing expert financial guidance to high-net-worth clients.
Your primary objective will be to conduct comprehensive financial assessments, develop tailored financial plans, and offer ongoing advice and support to meet changing circumstances and goals.
You will educate clients on financial matters, including market trends, investment options, and risk management, while building and maintaining strong relationships with clients.
Key Responsibilities:
* Conduct detailed financial assessments to understand clients' financial situation and goals.
* Develop comprehensive financial plans tailored to clients' needs.
* Provide ongoing financial advice and support to clients.
* Educate clients on financial matters.
* Build and maintain strong relationships with clients.
* Stay up to date with industry regulations and best practices.
Required Skills and Qualifications
To succeed in this role, you will need:
* A QFA designation.
* Strong understanding of Investment products, markets and associated risk/return principles.
* Strong understanding of Pension products, their technical specifications, and associated tax regulations.
* Excellent analytical skills and attention to detail.
* Outstanding communication and interpersonal skills.
* Ability to work as part of a team and cross functionally.
Benefits
This role offers:
* The opportunity to work with high-net-worth clients.
* A performance-driven environment.
* Regular meetings online and in person.
* The chance to collaborate with other financial professionals within the firm.
Goal-oriented with a desire to achieve business targets in a performance-driven environment.
Qualifications/Skills
* QFA designation required.
* CFP, RPA or other financial designations are a distinct advantage.
* Maintain up to date Continuous Professional Development (CPD) records.
* Proficiency with BIS System or similar and Microsoft Office applications.