Senior Financial Strategist

3 days ago


Horsham, West Sussex, United Kingdom First Recruitment Services Full time

We are seeking a highly skilled Financial Adviser to manage client relationships and ensure compliance with regulatory requirements in the UK.

Key Responsibilities:

  1. Conduct client meetings to review portfolio performance and discuss financial goals.
  2. Develop tailored financial plans to meet clients' needs and objectives.
  3. Provide guidance on investment planning, cash management, and other financial strategies to support clients in achieving their goals.
  4. Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.
  5. Address client questions and concerns promptly, offering solutions and advice that align with their financial goals.

Requirements:

  1. MUST HAVE Qualified or Chartered Financial Adviser with a minimum of one year of relevant experience.
  2. Valid driving license.
  3. High level of self-motivation, integrity, and a commitment to delivering excellent financial advice.

Estimated salary: £52,500.



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