We are looking for a keen and talented individual to join our team as a Financial Advisor. This role requires an individual who can maintain strong relationships with partners, provide commercial expertise and demonstrate strong interpersonal attributes. As part of your role, you will ensure that the company’s approved methodologies and investment criteria are consistently applied across all projects.
Responsibilities:
- Delivering the best financial outcomes for clients, offering advice on a range of products
- Keeping in regular contact with clients and setting up meetings, either within an office environment or in clients' home or business premises
- Conducting in-depth reviews of client's financial position
- Analyzing information and preparing plans best suited to individual clients' needs
- Researching the marketplace and providing clients with up-to-date information on new and existing products and services
- Designing financial strategies and assisting clients to make informed decisions
- Reviewing and responding to clients’ changing needs and financial circumstances
- Producing financial reports
- Contacting clients with news of new financial products or changes to legislation that may affect their portfolio
- Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided, and advised products
Requirements:
- Experience in providing financial advice in a similar role
- Ability to engage with, and develop, strong professional relationships with clients
- Excellent industry and technical knowledge of investment products is required
- Proven track record to lead the delivery of work products and manage conflicting priorities and uncertainty
- Strong financial analytical skills
- Excellent interpersonal skills, influencing, networking, and relationship building