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About Us
Fiducia Comprehensive Financial Planning Ltd is part of the Fiducia Group of companies, a trusted wealth management firm dedicated to providing high-quality, client-focused financial advice. As an appointed representative of The Openwork Partnership, we specialise in investment planning, wealth preservation, and financial growth strategies to help our clients achieve their long-term financial goals.
Role Overview
We are seeking a highly skilled and experienced Investment Adviser to join our team. The successful candidate will provide expert investment advice, construct tailored investment portfolios, and ensure clients receive comprehensive financial planning solutions.
Key Responsibilities
- Develop and manage client investment portfolios, ensuring alignment with financial goals and risk tolerance.
- Conduct in-depth financial analysis, market research, and asset allocation strategies.
- Deliver personalised investment advice while considering tax efficiency and long-term wealth preservation.
- Maintain up-to-date knowledge of financial markets, regulatory requirements, and investment products.
- Build and maintain strong client relationships, offering regular reviews and performance updates.
- Ensure all financial planning and investment activities comply with regulatory guidelines (FCA).
- Collaborate with internal teams to enhance client service and business development initiatives.
Skills & Experience Required
- Level 4 Diploma in Financial Planning (CII) or equivalent; Chartered status (or working towards) is desirable.
- Proven experience in investment advisory, wealth management, or financial planning.
- Strong knowledge of financial markets, investment strategies, and risk management.
- Excellent communication, interpersonal, and client relationship management skills.
- Ability to analyse complex financial information and provide clear, strategic advice.
- Strong ethical and professional standards in line with FCA regulations.
