Regulated Financial Adviser

21 hours ago


Birmingham, Birmingham, United Kingdom Austin Fraser Full time
Job Title:

Financial Services Consultant

About the Opportunity

As a leading provider of Regulated Financial Advisory services, we are seeking a talented individual to join our team as a Financial Planning Specialist. In this role, you will be responsible for providing expert investment advice to clients, ensuring they achieve their financial objectives while maintaining regulatory compliance.


Main Tasks
  1. Client Relationship Manager: Build and maintain strong relationships with clients, ensuring their needs are met and their expectations exceeded.
  2. Financial Analyst: Analyze financial data and provide recommendations on investment strategies that align with clients' goals and risk tolerance.
  3. Regulatory Compliance: Ensure all client dealings are conducted in accordance with regulatory guidelines and our firm's policies.
  4. Knowledge Management: Maintain up-to-date knowledge of financial products, market conditions, and legislative changes that may impact our clients' investments.

Why Choose Us
  1. Opportunities for Growth: Opportunities for professional growth and obtaining further qualifications, such as Chartered Financial Planner status.
  2. Competitive Remuneration: A competitive salary of up to £60,000 per annum, plus a comprehensive benefits package.


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