Investment Consultant
3 weeks ago
We are looking for an Investment Consultant to join our Wealth Management team in the UK. This role involves working closely with clients to understand their financial goals and create personalized investment plans. The ideal candidate will have a strong understanding of UK financial regulations and tax laws, as well as excellent interpersonal and client servicing skills.
- Meet with clients to discuss their financial objectives, risk tolerance, and investment preferences.
- Conduct thorough reviews of clients' current financial status, including income, assets, expenses, debts, and existing investments.
- Research, evaluate, and suggest suitable investment options based on clients' objectives and risk profiles.
Key Responsibilities:
In this role, you will be responsible for providing comprehensive financial planning advice to clients, taking into account their financial objectives, risk tolerance, and investment preferences. You will conduct thorough interviews to assess clients' current financial status, including income, assets, expenses, debts, and existing investments. Additionally, you will research, evaluate, and suggest suitable investment options based on clients' objectives and risk profiles.
- Analyse market trends and maintain regular communication with clients.
- Stay up-to-date with regulatory changes and adhere to industry standards.
To succeed in this role, you will need a relevant professional qualification such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent. Proven experience working as a Financial Adviser in the UK market, with a solid understanding of UK financial regulations and tax laws, is essential. Strong knowledge of UK-specific investment products, pensions, and tax-efficient savings options is also required.
- Strong analytical mindset and attention to detail when conducting financial analysis and creating financial plans.
- Ability to work independently, managing client relationships and delivering high-quality financial advice.
The estimated salary for this position is £50,000-£65,000 per annum, depending on experience.
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