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Financial Advisor

3 months ago

Glasgow, Glasgow City, United Kingdom Risk Free Recruitment Ltd Full time

Financial AdvisorPosition Type: Full-time – EmployedJob Summary: 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. The successful candidate will have the opportunity to shadow an experienced incumbent for a few months and subsequently take over their responsibilities.Responsibilities: 1. 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.
2. Client Relationship Management:
  • Build and maintain strong relationships with clients based on trust, integrity, and professionalism.
  • Proactively address client inquiries, concerns, and requests, ensuring exceptional service delivery.
  • Actively engage in networking activities and client prospecting to expand the client base.
3. Compliance and Regulation:
  • 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.
Qualifications and Skills:
  • Bachelor's degree in finance, economics, accounting
  • Advanced Diploma / Chartered or Diploma Qualified and working towards the Advanced Diploma /Chartered
  • 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.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Effective communication and interpersonal skills to interact with clients and team members.
  • High level of professionalism, ethics, and integrity.
  • Ability to work independently and as part of a team, demonstrating flexibility and adaptability