Strategic Financial Advisor
7 days ago
This is a strategic financial leadership role with a highly respected Financial Services firm based in Liverpool. The successful candidate will be responsible for conducting in-depth analysis of client financial information to support personalized financial plans and investment strategies.
Key Responsibilities
- Conduct comprehensive financial analyses to identify opportunities for clients.
- Develop and implement tailored investment strategies in collaboration with financial advisors.
- Maintain up-to-date knowledge on industry trends and regulations to ensure compliance.
- Work closely with clients to understand their financial goals and risk tolerance.
- Prepare high-quality financial reports and presentations for client meetings.
What We Offer
- A competitive salary range of £35,000 - £42,000 per annum.
- Ongoing professional development and training opportunities.
- A supportive and collaborative work environment.
- Opportunities for career progression within the company.
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