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Job Title: Financial AdvisorLocation: Dundee, ScotlandAbout the Company:A leading financial services company based in Dundee, providing comprehensive wealth management solutions to a diverse clientele, including individuals, families, and businesses. With a strong commitment to personalised service and expert financial advice, this business aims to help clients achieve their financial goals and secure their financial future.Job Description:Currently seeking a highly motivated and experienced Financial Advisor to join the team. As a Financial Advisor, you will be responsible for providing exceptional financial planning and investment advice to an existing portfolio of valued clients. You will have the opportunity to work with a wide range of clients, develop long-term relationships, and help them navigate the complexities of financial management, as well as obtain new business.Responsibilities:- Conduct comprehensive financial assessments for clients and develop customised financial plans tailored to their individual needs and goals- Provide expert advice on investment strategies, retirement planning, tax planning, estate planning, and risk management- Analyse and evaluate market trends, economic indicators, and various financial products to identify suitable investment opportunities- Regularly review and monitor client portfolios to ensure alignment with their objectives and make necessary adjustments as required- Stay up-to-date with industry regulations, market trends, and changes in financial legislation to ensure compliance and provide accurate advice- Build and maintain strong relationships with existing clients, while actively seeking opportunities to expand the client base through referrals and networking- Collaborate with other team members, including financial professionals and support staff, to deliver comprehensive wealth management solutionsRequirements:- Minimum of 1 year of experience as a Financial Advisor, preferably in a wealth management or financial planning firm- Demonstrated expertise in financial planning, investment strategies, and risk management- Strong knowledge of financial products, including stocks, bonds, mutual funds, and insurance policies- Excellent communication and interpersonal skills to effectively engage and build rapport with clients- Proven ability to analyse complex financial information and provide clear and concise recommendations- Ability to adapt to changing market conditions and regulatory requirements- Professional certifications such as Level 4 in Financial Advice, or equivalent, is essential- Bachelor's degree in finance, economics, or a related field is preferredWhy Join This Business:- Opportunity to work with a highly respected and established wealth management firm- Collaborative and supportive team environment, with fantastic social events- Competitive salary and bonus structure based on performance- Access to a wide range of resources and tools to support your clients- Ongoing professional development and training opportunities- Excellent career growth potential and earning potential within the companyHow to Apply:If you are a motivated Financial Advisor with a passion for helping clients achieve their financial goals, we would love to hear from you. Please submit your CV and a cover letter describing your relevant experience and why you are interested in this position.
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