Our Client is an established investment management firm with an investment platform business. They are passionate about digital propositions and developing this to continue moving forward and being a market leader.
The Financial Advisor will be passionate about financial planning and advising clients on their investments and capable of doing so in all market conditions.
Build and maintain relationships with clients, delivering financial advice, pension and retirement guidance.
The Financial Advisor will be able to discuss financial planning portfolio allocation strategies based on analysis of investment risk tolerance and clients' short- and long-term financial planning goals.
The Financial Advisor will be highly Pension focused you will be able to discuss and direct clients in respect of their annual and lifetime allowances.
Conducting ongoing Financial Planning portfolio reviews along with working with internal partners to ensure that all client financial advisory needs are met and maintained.
The Financial Advisor will manage client interactions on an ongoing basis in order to build and retain the Financial Advice client base.
Developing an advanced understanding of all client’s financial situations, subsequently, being able to create relevant wealth management strategies.
Working closely with other business stakeholders regarding financial planning and developing general knowledge of the firm’s funds, products, and services to help educate and guide Financial Advice clients.
Maintaining a general understanding of financial planning, capital markets, and the Financial Services industry.
Participates in special projects and performs other duties as assigned.
Ability to give credible Financial Advice – experience as a Financial Advisor / Financial Planner.
Passionate about giving the right financial advice and putting the client first.
Level 4 Financial Planning Diploma qualified – this must be through the CII or CISI
Strong pensions knowledge as well as annual and lifetime allowances.
Demonstrable ability to build rapport with internal partners and clients – effective interpersonal skills.
Knowledge of Word, PowerPoint, and Excel.
Passionate about providing the best service possible to clients, in a fast paced and changing environment.