Job Summary
We are seeking a skilled Financial Advisor to join our team. The ideal candidate will provide financial guidance and make recommendations to help clients achieve their financial goals.
Responsibilities
1. Analyse financial information obtained from clients to determine strategies for meeting clients' financial objectives.
2. Provide clients with information on investment products and services.
3. Create financial plans for clients.
4. Implement financial plans or refer clients to professionals who can help them.
5. Monitor financial market trends to ensure that plans are effective and adjust as needed.
Experience
* You will have to have reached Competent Adviser Status with your current firm/network.
* Previous experience in financial services or financial planning is essential.
* Knowledge of various investment products and services is advantageous.
Job Types: Full-time, Permanent
Pay: £40,000.00-£50,000.00 per year
Experience:
* Being in a financial advisory role: 1 year (required)
Work Location: In person
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