Clark James Recruitment are working with a highly professional firm of Independent Financial Advisers, due to expansion they are looking to grow the team with an additional Financial Adviser.
Role
* We are seeking a knowledgeable and client-focused Financial Adviser to join our team.
* The Financial Adviser will provide expert guidance to individuals on financial planning, investment strategies, and wealth management.
* The ideal candidate will possess strong interpersonal skills, analytical abilities, and a passion for helping clients achieve their financial goals.
* Build and maintain long-term relationships with clients.
* Conduct comprehensive financial assessments to understand clients’ current financial situations, goals, and risk tolerance.
* Develop customised financial plans tailored to clients’ needs, including investment strategies, retirement planning, tax optimisation, and estate planning.
* Provide ongoing advice to adjust financial plans in response to changes in clients’ life circumstances or market conditions.
* Recommend appropriate investment options aligned with clients’ goals and risk profiles.
* Monitor investment portfolios and provide regular updates to clients on performance.
* Ensure all activities comply with legal, ethical, and regulatory standards.
* Maintain accurate records of client interactions and financial plans.
* Stay informed about financial markets, in...