Senior Investment Advisor

5 days ago


London, Greater London, United Kingdom Marketing Leads UK Ltd Full time
Senior Investment Advisor

We are seeking an experienced and knowledgeable Senior Investment Advisor to join our team at Marketing Leads UK Ltd. The successful candidate will be responsible for providing personalized investment advice, developing financial plans, and managing client portfolios.

  • Salary: £24,000 - £30,000 + OTE £120,000.00
  • Job Type: Full-time

About the Role: As a Senior Investment Advisor, you will work closely with clients to understand their financial goals, risk tolerance, and market conditions. You will develop comprehensive financial plans and investment strategies, manage and monitor client portfolios, and conduct regular reviews to discuss performance, goals, and necessary adjustments.

Key Responsibilities:

  • Provide tailored investment advice to clients based on their financial goals, risk tolerance, and market conditions.
  • Develop comprehensive financial plans and investment strategies.
  • Manage and monitor client portfolios, making adjustments as necessary to meet performance objectives.
  • Conduct regular reviews with clients to discuss their investment performance, goals, and any necessary adjustments.
  • Stay informed about market trends, economic developments, and new investment products.

Requirements:

  • Minimum of 2 years of experience in investment advising, financial planning, or a related broker role.
  • Deep understanding of investment products, and portfolio management.
  • Proficiency in financial planning software and Microsoft Office Suite.

What We Offer:

  • Competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • Retirement savings plan with company match.
  • Professional development opportunities and support for relevant certifications.
  • Generous paid time off and flexible work arrangements.


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