Job Summary
We are seeking a dedicated and professional Financial Advisor and Planner to join our team. The successful candidate will provide expert financial advice and tailored planning services to clients, helping them achieve their financial goals. This role offers an excellent opportunity for individuals passionate about financial services and planning to develop their careers within a supportive environment. The position is paid and suitable for both experienced professionals and those seeking an internship in the financial sector.
Responsibilities
- Analyse clients’ financial situations, including income, expenses, assets, and liabilities
- Develop personalised financial plans covering investments, retirement, estate planning, tax optimisation, and risk management
- Provide clear, comprehensive advice on financial products and services that align with clients’ objectives
- Assist clients with ongoing financial reviews and adjustments to their plans as needed
- Maintain up-to-date knowledge of market trends, financial regulations, and new products within the industry
- Build strong relationships with clients through excellent communication and personalised service
- Collaborate with other professionals such as accountants or legal advisors to ensure holistic financial planning
Skills
- Proven experience or strong interest in Financial Services and Financial Planning
- Excellent interpersonal skills with the ability to explain complex concepts clearly
- Strong organisational skills with attention to detail
- Analytical mindset with the ability to assess clients’ needs accurately
- Professional attitude with a commitment to ethical standards and confidentiality
- Proficiency in relevant software applications used for financial analysis and planning
This role is ideal for motivated individuals eager to grow within the financial sector while delivering exceptional service to clients. We welcome applications from candidates at various stages of their career development, including those seeking practical experience through internships.
Pay: £32,498.16-£45,800.00 per year
Benefits:
- Free parking
- On-site parking
Work Location: In person
