Job Detail

Job Description

We are looking for an experienced Financial Advisor to join our team in London. As a Financial Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them to achieve their financial goals and objectives. You will work closely with clients to understand their needs and provide them with customized financial solutions that are tailored to their unique situation.

Key Responsibilities:

• Provide expert financial advice to clients, including investment advice, retirement planning, estate planning, and tax planning.
• Develop and maintain relationships with clients to better understand their financial goals and objectives.
• Conduct financial analysis and create customized financial plans for clients.
• Recommend suitable investment products and services to clients, based on their risk tolerance and financial goals.
• Stay up-to-date with industry developments and regulatory changes that may impact clients' financial plans.
• Monitor clients' investments and adjust portfolios as necessary to ensure they are meeting their financial goals.
• Assist clients with financial paperwork, such as account applications, transfers, and withdrawals.
• Provide excellent customer service and maintain a high level of client satisfaction.

Qualifications:

• Bachelor's degree in finance, accounting, economics, or a related field.
• At least 3 years of experience as a Financial Advisor, preferably in a financial services firm or a wealth management company.
• Strong knowledge of financial planning, investment products, and tax laws.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and provide them with clear and concise financial advice.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Professional certifications, such as CFP, CFA, or CPA, are preferred.

If you are an experienced Financial Advisor who is passionate about helping clients achieve their financial goals and are looking for an exciting opportunity to grow your career in London, please apply today.

Skills Required

• Regulatory Certifications