Job Title: Financial Advisor
About the Role:
This is an excellent opportunity for ambitious professionals who are passionate about delivering high-quality financial outcomes for clients.
Key Responsibilities:
* Provide personalized wealth management advice tailored to clients' specific needs
* Engage new clients and lead them through the financial planning process
* Identify clients' financial objectives and ensure their strategies are optimized to achieve these goals
* Create, review, and deliver detailed financial plans
* Assess clients' existing pensions, investments, and protection plans during onboarding
* Utilize cashflow modeling to help clients understand their future financial outlook
* Oversee client communications and build strong, lasting relationships
* Work closely with clients' professional advisors, including those in tax, legal, and corporate finance sectors
* Conduct annual client reviews to ensure continued alignment with their goals
* Attend workshops and actively pursue ongoing professional development
* Take on additional duties as required
Essential Skills & Qualifications:
* QFA qualification (required)
* CFP qualification (preferred)
* Minimum of 3 years' experience in financial planning or wealth management
* Expertise in applying cashflow modeling to financial planning
* Strong written and verbal communication abilities
* A proactive, inquisitive attitude with a passion for continuous learning
* Meticulous attention to detail
* Ability to work both independently and collaboratively within a team
* Confidence to challenge existing practices and suggest innovative approaches
* Proficient in MS Word, Excel, and Outlook
* Proven track record of managing client relationships and delivering top-tier service
About Us:
We are a leading Wealth Management Company seeking a dynamic Financial Advisor to join our team. This role is perfect for someone who thrives in a client-focused environment and is eager to grow their career in financial advisory.