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Director of HWM Hunter Wealth Management Limited & Top Rated Independent Financial Advisers
Company Description
Hunter Wealth Management provides clear, unbiased advice through thorough consultations and extensive research. As experienced Independent Financial Advisers, we serve private, corporate, and charity clients. Our Investment Clinic offers a free and no obligation-free review of your portfolio, retirement plan, income, and risk profile. Leveraging advanced technology and research, we find cost-effective, high-quality wealth-building solutions. We listen to both businesses and individuals in confidence to help manage and increase their wealth.
Role Description
This is a full-time hybrid role for a Financial Adviser located in City of Edinburgh, with some work-from-home flexibility. The Financial Adviser will be responsible for providing financial planning and advisory services to clients. Daily tasks include conducting financial assessments, developing financial strategies, managing retirement plans, and advising on investments. The role also involves continuous portfolio review and maintaining up-to-date knowledge of financial markets and products.
Qualifications
* Expertise in Financial Planning and Financial Advisory services
* Knowledge of Finance, Investments, and Retirement Planning
* Excellent interpersonal and communication skills
* Ability to work both independently and as part of a team
* Relevant financial certifications minimum Diploma Level 4.
* Experience in client relationship management
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Finance and Sales
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