Trainee Independent Financial Advisor

2 weeks ago

Glasgow, United Kingdom Paradigm Employment Services Full time

Independent Financial Advisor
Exciting opportunity for a Financial Advisor to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Glasgow area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
Main Responsibilities for the successful Independent Financial Advisor:
As a member of our team, the financial advisor will work with like-minded professionals and continually focus on sharpening the skills and knowledge.

Comply with the Financial Services & Markets Act 2000, the FCA Statements of Principle Code of Practice and the relevant FCA rules.
Building and maintaining strong relationships with clients by understanding their financial objectives, risk tolerance, and investment preferences.
Conducting thorough financial assessments to assess clients' current financial situations and future needs.
Monitoring investment performance and portfolio outcomes relative to clients' goals and benchmarks.
Providing regular performance updates and financial reports to clients to assess progress and make adjustments as needed.
Maintaining accurate records of client interactions, financial plans, investment recommendations, and regulatory disclosures.
Developing comprehensive financial plans tailored to clients' goals, which may include retirement planning, investment strategies, tax planning, estate planning, and risk management.
Undertake personal training to maintain and develop knowledge and communicate to rest of team.
About the successful Independent Financial Advisor:

Detailed knowledge and understanding of the firms’ compliance and AML procedures.
Strong knowledge of the UK tax landscape and the implications when making recommendations.
Experience with financial planning software and excellent IT skills.
What we offer in return to the successful Independent Financial Advisor:

Monday to Friday
Commission based Bonus
UK’s leading wealth management pension scheme
Unrivalled career development prospects
National Training and ability to up skill your existing skill set.
This is a great opportunity for an experienced financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey, so don’t wait and apply today.

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