Senior Financial Strategist

About the Role:

We are seeking a highly skilled and experienced Senior Financial Strategist to join our team in Birmingham. This is an exciting opportunity for a motivated professional to deliver expert investment advice while fostering strong client relationships.

The successful candidate will provide tailored investment advice, ensuring compliance with all regulatory standards and company procedures.

• Key Responsibilities:
• Client Engagement: Identify, contact, and build relationships with potential clients, understanding and meeting their financial needs.
• Investment Recommendations: Analyse client information, conduct thorough research, and deliver tailored financial advice.
• Regulatory Compliance: Maintain strict adherence to relevant financial regulations and company procedures.
• Professional Growth: Achieve and sustain competent status as required by regulatory bodies and undertake continuous professional development (CPD).

Qualifications Experience:

• Level 4 Diploma in Regulated Financial Planning.
• At least 3 years of experience working directly with clients and 5 years in the financial services industry.
• Chartered Financial Planner designation.
• Experience with project management or similar leadership responsibilities.
• In-depth understanding of investment products, financial markets, and regulatory requirements.
• Analytical mindset with the ability to interpret data and deliver clear, actionable advice.
• Strong communication skills, both written and verbal.
• Proficiency with Microsoft Word and Excel.
• Exceptional organizational and time-management skills.

Essential:

• Professionalism and a positive, client-focused attitude.
• Strong interpersonal skills to foster trust and long-term relationships.
• Attention to detail and a proactive, solution-oriented approach.

What's on Offer:

• A supportive environment to advance your professional development, including fulfilling CPD and competency requirements.
• The chance to join a dynamic team committed to client success and financial excellence.
• Competitive remuneration package aligned with experience and qualifications, approximately £50,000 - £55,000 per annum.