Financial Advisor

1 day ago

Bishop's Stortford, Hertfordshire, United Kingdom St. James's Place Full time
About Salmon Financial Planning

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

Job Summary

We are seeking a highly skilled Financial Advisor to join our team at Salmon Financial Planning. 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, investment planning, and retirement planning
  • Develop and implement personalized financial plans tailored to clients' individual needs and goals
  • Analyze complex financial information and provide accurate recommendations
  • Build and maintain strong relationships with clients, providing ongoing support and guidance
Requirements
  • Proven experience as a Financial Advisor or related role in the financial services industry
  • 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
What We Offer
  • 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
  • Opportunity to join a fast-growing, highly reputable, and well-regarded business
  • Client bank and networking opportunities
  • Option for employed, salaried, or self-employed roles
Company Culture

We are an equal opportunity 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.

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