Senior Investment Guidance Specialist

24 hours ago


St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

Independent Resourcing Consultancy Ltd is a leading provider of financial services in the United Kingdom, and we are seeking a highly experienced Senior Investment Guidance Specialist to join our team. As a key member of our financial services division, you will be responsible for providing expert financial guidance to clients, managing and growing their portfolios, and contributing to the overall success of our business.

Key Responsibilities:
  • Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
  • Provide tailored financial advice and recommend suitable investment strategies, products, and services.
  • Develop a deep understanding of financial markets, products, and industry trends to stay informed and offer informed advice.
  • Utilize a combination of warm leads, cold leads, and Self-Generated Market Fund (SMF) leads to maximize client acquisition.
  • Effectively communicate complex financial concepts to clients in a clear and understandable manner.
Qualifications:
  • Proven experience as a Financial Advisor in the UK financial market with an estimated annual salary of £60,000 - £80,000 depending on performance and qualifications.
  • Relevant financial qualifications such as CFP or equivalent.
  • Strong understanding of financial products, investment strategies, and market trends.


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