Our client, a leading Wealth Management Company, seeks a dynamic Financial Advisor to join their team.
About the Role
This is an exceptional 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 specialize in sourcing professionals for key industries and services.