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- Financial Adviser
- London (Hybrid)
- c.£100,000 + Bonus
Our client is a leading financial planning firm dedicated to providing expert advice and tailored solutions to our clients. They are committed to helping individuals and businesses achieve their financial goals with confidence and clarity. Their firm prides itself on leveraging cutting-edge financial planning software, including Voyant, to enhance client experience and deliver strategic financial insights.
They are seeking an experienced Financial Adviser with a strong background in holistic financial planning and expertise in using Voyant financial planning software. The ideal candidate will be a proactive, client-focused professional who can build lasting relationships, develop financial strategies, and provide exceptional advisory services.
Role & Responsibilities:
- Provide comprehensive financial planning and wealth management services to a diverse client base.
- Utilize Voyant software to create detailed financial plans, cash flow models, and scenario analyses.
- Conduct client meetings, assess financial situations, and develop tailored recommendations.
- Maintain up-to-date knowledge of financial products, investment strategies, and market trends.
- Collaborate with internal teams, including paraplanners and administrators, to ensure seamless client service.
- Ensure compliance with all regulatory requirements and ethical standards in financial planning.
- Proactively identify opportunities for business development and client engagement.
Do you have the following to apply?
- Minimum of 5 years of experience as a Financial Adviser.
- Qualified to Level 4 Diploma in Financial Planning (or equivalent), with a preference for Chartered or Certified status.
- Proven expertise in using Voyant financial planning software.
- Strong technical knowledge of pensions, investments, tax planning, and estate planning.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
