We are seeking a skilled Financial Advisor to provide expert guidance to self-employed clients on pension, savings, and investment products.
Key Responsibilities:
* Conduct thorough financial assessments for clients to identify areas of improvement and growth opportunities.
* Develop personalized financial plans tailored to clients' unique needs and goals.
* Provide ongoing support to help clients manage their finances effectively.
* Stay up-to-date with market trends, regulatory changes, and new product launches to offer the best possible solutions.
* Maintain accurate records of client interactions and ensure compliance with all relevant regulations.
Required Skills and Qualifications:
* QFA certification or equivalent is highly desirable.
* A minimum of 2 years' experience in financial advising, with a focus on mortgages, pensions, and investments.
* In-depth knowledge of financial products, regulations, and lending criteria.
* Ability to assess clients' financial situations and recommend suitable financial options.
* Excellent communication and negotiation skills to guide clients through complex financial decisions.
About this Role:
This is an exciting opportunity to work with clients from various backgrounds, providing tailored financial solutions to meet their unique needs. As a Financial Advisor, you will have the chance to develop your expertise, stay up-to-date with industry developments, and contribute to the success of our organization.