Financial Advisory Expertise
We are seeking a highly skilled Financial Consultant to provide expert financial advice to clients who are self-employed, focusing on pension, savings, and investments products.
Main Responsibilities:
* Conduct comprehensive financial assessments for clients to identify their needs and goals.
* Develop customized financial plans tailored to each client's unique situation.
* Provide ongoing financial guidance and investment management services to help clients achieve their objectives.
* Stay updated on market trends and regulatory changes to ensure compliance and optimal results.
* Maintain accurate records of client interactions and comply with relevant regulations regarding client documentation and disclosures.
Required Skills and Qualifications:
* Certification as a QFA or equivalent is preferred.
* At least 2 years of experience in financial advising, with a focus on mortgages, pensions, and investments.
* In-depth understanding of financial products, regulations, and lending criteria.
* Ability to assess clients' financial situations and recommend suitable financial options.
* Strong communication and negotiation skills to guide clients through the financial decision-making process.
Benefits of Working in This Role:
* Opportunity to make a positive impact on clients' financial well-being.
* Chance to stay up-to-date with industry developments and best practices.
* Collaborative work environment with a team of experienced professionals.