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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.
- Client Relationship Management.
- Build and maintain long-term relationships with clients.
- Conduct comprehensive financial assessments to understand clients’ current financial situations, goals, and risk tolerance.
- Financial Planning & Advisory.
- 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.
- Investment Management.
- Recommend appropriate investment options aligned with clients’ goals and risk profiles.
- Monitor investment portfolios and provide regular updates to clients on performance.
- Regulatory Compliance
- Ensure all activities comply with legal, ethical, and regulatory standards.
- Maintain accurate records of client interactions and financial plans.
- Market Knowledge & Expertise.
- Stay informed about financial markets, investment products, tax laws, and economic trends.
- Continuously enhance knowledge through professional development and certifications.
- Sales & Business Development.
- Identify and pursue opportunities to expand the client base.
- Promote financial products and services that align with clients’ needs and objectives.
Candidate
- Excellent communication skills.
- Must hold the level 4 diploma for financial advisers.
- Minimum of 3 years working as a competent adviser
- Client-centric approach with a commitment to building trust and delivering value.
- Ability to explain complex financial concepts in a clear and relatable manner.
- A proactive mindset and a results-driven attitude.
Package
- Competitive salary and performance-based incentives.
- Professional development and certification reimbursement.
- Private Medical Insurance.
- Employee loyal rewards.
***This position requires applicants to hold the Level 4 Diploma for Financial Advisers, if your cv does NOT demonstrate this please do not apply as our client are unable to consider applicants without this qualification***
