Are you passionate about helping people achieve their financial goals? Do you have a proven track record of providing sound and ethical advice to clients? If so, you might be the perfect fit for my client!
My client is a leading wealth management firm that offers comprehensive financial planning and investment solutions to high-net-worth individuals and families. They are looking for a Financial Advisor who can build long-term relationships with their clients and deliver customized and holistic financial strategies. You will be taking on a book of clients, so there is minimum business development to be done.
As a Financial Advisor, you will be responsible for:
- Conducting in-depth assessments of clients' financial situations, goals, and risk tolerance
- Developing and implementing personalized financial plans that address clients' needs and objectives
- Monitoring and reviewing clients' portfolios and adjust strategies as needed
- Providing ongoing guidance and education to clients on various financial topics
- Collaborating with other professionals in the firm to leverage their expertise and resources
- Compliance with all industry regulations and ethical standards
To be successful in this role, you will need:
- A valid certification as a Certified Financial / Advisor / Planner DipFS or equivalent
- At least 3 years of experience as a Financial Advisor
- A strong knowledge of financial markets, products, and services
- Excellent communication, interpersonal, and presentation skills
- A high level of professionalism, integrity, and ethics
- A self-motivated, proactive, and client-oriented attitude
If this sounds like the next exciting step in your career, please get in touch.