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Financial Advisor

2 months ago

Bishop's Stortford, Hertfordshire, United Kingdom St. James's Place Full time
About Us

Salmon Financial Planning is a dynamic advisory service dedicated to empowering individuals and families to make informed decisions about their financial health. Our mission is to provide expert guidance and support to help our clients achieve long-term financial stability and wellbeing.

Job Summary

We are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing bespoke financial advice to clients, understanding their financial situations, and developing personalized financial plans aligned to their individual goals.

Key Responsibilities
  • Provide expert financial advice to clients, including protection, savings, and investment planning
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Build and maintain strong relationships with clients, providing ongoing support and guidance
  • Stay up-to-date with industry developments and best practices, ensuring the highest level of expertise and knowledge
What We Offer
  • Opportunity to work with a fast-growing and reputable business
  • Industry-leading training and financial support for qualifications via the St James's Place Academy
  • Financial support during the training period for trainees attending the St James's Place Academy
  • Flexible working arrangements, including remote work options
Requirements
  • Proven experience as a Financial Advisor or related role
  • Strong knowledge of financial products, investment strategies, and financial planning
  • Ability to analyze complex financial information and provide accurate recommendations
  • Proficiency in financial software and tools
Equal Opportunities Employer

We are an equal opportunities employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.