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Home-based Financial Adviser

4 months ago

Glasgow, United Kingdom Risk Free Recruitment Ltd Full time

Financial Advisor

Position Type: Full-time - Employed

Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. Financial Advisory Services:

* Provide financial advice and recommendations to clients based on their individual goals, financial situations, and risk tolerance.

* Assist in the development and implementation of personalized financial plans, including investment strategies, tax planning, retirement planning, and estate planning.

* Conduct financial analysis and research to identify suitable investment opportunities and products.

* Regularly review and monitor clients' investment portfolios, making adjustments to align with their objectives and market conditions.

Actively engage in networking activities and client prospecting to expand the client base.

Adhere to industry regulations, compliance policies, and ethical standards.

* Maintain proper documentation and records of client interactions, financial plans, and compliance-related activities.

* Stay up-to-date with financial industry trends, regulations, and best practices.

Bachelor's degree in finance, economics, accounting

* Previous experience in financial planning, investments required, or an experienced paraplanner looking to move into a Financial Advisor role.

* Strong knowledge of investment products, financial markets, and financial planning strategies.

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