Senior Financial Strategist
3 days ago
We are seeking a highly skilled Financial Adviser to manage client relationships and ensure compliance with regulatory requirements in the UK.
Key Responsibilities:
- Conduct client meetings to review portfolio performance and discuss financial goals.
- Develop tailored financial plans to meet clients' needs and objectives.
- Provide guidance on investment planning, cash management, and other financial strategies to support clients in achieving their goals.
- Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.
- Address client questions and concerns promptly, offering solutions and advice that align with their financial goals.
Requirements:
- MUST HAVE Qualified or Chartered Financial Adviser with a minimum of one year of relevant experience.
- Valid driving license.
- High level of self-motivation, integrity, and a commitment to delivering excellent financial advice.
Estimated salary: £52,500.
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