Senior Financial Consultant
3 weeks ago
Financial Advisor Role
We are seeking a highly skilled Financial Advisor to join our team at Tate. As a Financial Advisor, you will be responsible for assessing and identifying financial needs for new and existing clients, conducting product research, and implementing money laundering processes.
Key Responsibilities:
- Assessing and identifying financial needs for new and existing clients
- Conducting product research
- Implementing money laundering processes
- Providing holistic financial planning services
- Conducting lifestyle planning assessments
- Presenting financial recommendations to clients
- Conducting client financial reviews
- Keeping up to date with regulatory changes
- Networking with professional partners
- Contributing to marketing initiatives
- Maintaining an up-to-date Statement of Professional Standing
- Participating in ongoing CPD activities
- Lifestyle cashflow planning
Requirements:
- Level 4 qualified (Diploma in Financial Planning) ideally working towards chartered
- A minimum of 5 years' experience in an authorised financial planning role with competent adviser status
- Strong ambition and attention to detail
- Excellent communication and interpersonal skills
About Us:
Tate is a leading provider of financial services, and we are committed to promoting equal opportunities. We value and respect individuality and invite you to share your preferred pronouns in your application.
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