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Financial Advisor

3 months ago

Market Harborough Leicestershire, United Kingdom Heat Recruitment Full time €100,000

The successful candidate will provide bespoke financial advice and manage client portfolios, focusing on long-term growth and wealth preservation. This role involves working closely with high-net-worth individuals to develop tailored investment strategies that align with their financial goals.

Develop and implement comprehensive financial plans tailored to individual client needs.
Monitor and manage diverse investment portfolios, ensuring alignment with clients' risk tolerance and financial objectives.
Stay abreast of financial market trends, regulations, and new investment opportunities to provide informed advice.

Level 4 Diploma in Regulated Professional Financial Advice required.
Excellent analytical skills with the ability to interpret complex financial data and trends.
Superior communication and interpersonal skills, with the ability to explain financial concepts clearly.
High ethical standards and a client-focused approach to financial planning.

Competitive salary with a performance-based bonus structure, up to £100,000 (DOE).
Competitive benefits package.
Opportunities for continuous professional development and career advancement.
Flexible working arrangements to support work-life balance.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career