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Financial Services Professional

2 months ago


ChesterleStreet, Durham, United Kingdom Resource Matters Ltd Full time

Job Opportunity: Financial Advisor

About the Role:

We are seeking a highly skilled and experienced Financial Advisor to join our team at Resource Matters Ltd. As a Financial Advisor, you will be responsible for providing tailored financial advice to high net worth clients and helping them achieve their financial goals.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and goals
  • Provide expert financial advice and guidance to clients on investment, tax, and retirement planning
  • Conduct thorough financial assessments and create personalized financial plans for clients
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices
  • Collaborate with internal teams to provide comprehensive financial solutions to clients

Requirements:

  • Full Diploma in financial planning
  • Proven track record of success in a financial advisory role
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Strong analytical and problem-solving skills

What We Offer:

Our company offers a competitive basic salary, uncapped bonuses, annual bonuses, and a comprehensive benefits package, including a pension scheme, 25 days holiday (excluding bank holidays), and much more.