Financial Advisor

Job Overview: We are seeking a highly motivated experienced Financial Adviser to join our growing business. The business was established over a decade ago and has specialist expertise in providing full financial services solutions from financial planning to property lending. We are now looking to expand our wealth management advisory service, so this is an exciting time to join us.Responsibilities:Meeting new and existing clients and developing ongoing relationshipsConduct thorough financial assessments and analysis for clientsReviewing clients' needs and providing tailored financial advice to existing and potential clientsCollaborate with all teams to achieve overall business objectives and contribute to a positive working environment.Develop customized financial plans based on clients' needs and objectivesProvide recommendations on investment strategies, retirement planning, and tax planningMonitor and review clients' portfolios to ensure alignment with their goalsStay updated on market trends, economic conditions, and regulatory changes that may impact clients' financial situationsRequirements:Relevant financial qualifications (e.g., CISI, CII, or equivalent).Proven experience as a Financial Adviser (2 years +)Strong knowledge of financial analysis techniques and methodologiesExperience and knowledge in using cash flow modelling.Proficient in using financial modelling software and advanced Excel functionsExperience and a strong understanding in the full sales and compliance processExcellent analytical skills with the ability to interpret complex financial dataStrong attention to detail and accuracyExcellent communication and presentation skillsAbility to work independently and collaboratively in a fast-paced environmentIf you are a highly motivated individual with a passion for financial planning, we encourage you to apply for this position. We offer competitive packages, with an opportunity to grow and lead a team and professional development opportunities. Join our team today and you can contribute to our company's success!Key information Job Type: Full-timeSalary: £50,000.00-£65,000.00 per year + CommissionSchedule: Monday to FridaySupplemental pay types: Commission structureWork Location: Hertfordshire/North London
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