Job Opportunity
Seeking a highly skilled Financial Advisor to join our team at Tate Recruitment.
Key Responsibilities:
* Conduct thorough financial needs assessments for clients
* Research and implement suitable financial products
* Ensure compliance with anti-money laundering regulations
* Provide comprehensive financial planning services
* Conduct lifestyle planning assessments to identify client goals
* Present financial recommendations to clients in a clear and concise manner
* Regularly review client financial situations and provide guidance
* Stay up-to-date with regulatory changes and industry developments
* Nurture relationships with professional partners and networks
* Contribute to marketing initiatives to promote the company's services
* Maintain a current Statement of Professional Standing and engage in ongoing professional development
Requirements:
* Hold a Level 4 qualification in Financial Planning (Diploma in Financial Planning) with a strong ambition to achieve chartered status
* Minimum 5 years' experience in a financial planning role with competent adviser status
* Proven expertise in cashflow planning and lifestyle planning
* Strong communication and interpersonal skills
How to Apply:
Contact Marie McDermott at Tate Recruitment to discuss this exciting opportunity.