Independent Investment Advisor

3 weeks ago

London, Greater London, United Kingdom Pure Resourcing Limited Full time

Independent Financial Advisor - Opportunity Overview

Pure Resourcing Limited is excited to present a unique opportunity for a talented Independent Financial Advisor to join a leading financial services firm. This role is designed for a professional who is eager to provide expert financial guidance and assist clients in reaching their financial aspirations.

Compensation:

Competitive base salary, complemented by an attractive benefits package and uncapped performance-based bonuses.

Key Highlights:

  • Access to high-quality leads
  • No existing client portfolio required
  • Minimum qualification: Level 4 DipFA
  • Focus on high-net-worth clientele

Role Responsibilities:

The selected candidate will be tasked with delivering impartial and comprehensive financial advice across a range of topics, including investment strategies, retirement planning, and estate management. The Independent Financial Advisor will evaluate clients' financial circumstances, formulate tailored financial plans, explore investment options, and remain current with financial compliance standards.

Core Duties Include:

  • Delivering independent financial advice tailored to client needs
  • Evaluating clients' financial objectives and requirements
  • Creating financial strategies to facilitate client success
  • Researching and curating investment portfolios
  • Keeping abreast of regulatory changes in the financial sector

Qualifications and Skills Required:

  • Level 4 DipFA qualification
  • Demonstrated experience as a Financial Advisor or Wealth Consultant
  • Strong communication and analytical skills
  • Proven ability to foster client relationships
  • In-depth knowledge of financial regulations in the UK
  • Capacity to work autonomously as well as collaboratively

If you possess the required qualifications and experience, and are looking for a rewarding career as an Independent Financial Advisor, we invite you to explore this opportunity.

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