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 relationships
- Conduct thorough financial assessments and analysis for clients
- Reviewing clients' needs and providing tailored financial advice to existing and potential clients
- Collaborate with all teams to achieve overall business objectives and contribute to a positive working environment.
- Develop customized financial plans based on clients' needs and objectives
- Provide recommendations on investment strategies, retirement planning, and tax planning
- Monitor and review clients' portfolios to ensure alignment with their goals
- Stay updated on market trends, economic conditions, and regulatory changes that may impact clients' financial situations
Requirements:
- Relevant financial qualifications (e.g., CISI, CII, or equivalent).
- Proven experience as a Financial Adviser (2 years +)
- Strong knowledge of financial analysis techniques and methodologies
- Experience and knowledge in using cash flow modelling.
- Proficient in using financial modelling software and advanced Excel functions
- Experience and a strong understanding in the full sales and compliance process
- Excellent analytical skills with the ability to interpret complex financial data
- Strong attention to detail and accuracy
- Excellent communication and presentation skills
- Ability to work independently and collaboratively in a fast-paced environment
If 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!
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Key information
Job Type: Full-time
Salary: �50,000.00-�65,000.00 per year + Commission
Schedule: Monday to Friday
Supplemental pay types: Commission structure
Work Location:�Borehamwood, Hertfordshire