Financial Services Professional

6 days ago

Bishop's Stortford, Hertfordshire, United Kingdom Finlink Ltd Full time
About the Role

We are seeking an experienced Financial Advisor to join our team at Finlink Ltd. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide financial advice to clients on investment options, risk management, and wealth creation strategies
  • Conduct regular reviews of clients' financial portfolios to ensure they are aligned with their goals and risk tolerance
  • Develop and implement personalized financial plans for clients, taking into account their unique circumstances and objectives
  • Stay up-to-date with market trends and regulatory changes, ensuring clients receive the best possible advice
  • Collaborate with other financial professionals to provide comprehensive financial solutions to clients
Requirements
  • Level 4 diploma in financial advice or equivalent qualification
  • Proven experience as a financial advisor, with a strong track record of delivering excellent client outcomes
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations
  • Ability to work in a fast-paced environment, with a high level of flexibility and adaptability
What We Offer
  • A competitive salary range of £50,000 to £70,000, dependent on experience
  • Hybrid working arrangement, with the flexibility to work from home or in the office
  • Exam support and professional development opportunities
  • A comprehensive holiday and pension scheme
  • Life cover and other benefits

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