My Client, a leading Wealth Management Company, is seeking a Financial Advisor to play a key role in their future success.
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 5 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