Regulated Financial Adviser
21 hours ago
Financial Services Consultant
About the OpportunityAs 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
- Client Relationship Manager: Build and maintain strong relationships with clients, ensuring their needs are met and their expectations exceeded.
- Financial Analyst: Analyze financial data and provide recommendations on investment strategies that align with clients' goals and risk tolerance.
- Regulatory Compliance: Ensure all client dealings are conducted in accordance with regulatory guidelines and our firm's policies.
- Knowledge Management: Maintain up-to-date knowledge of financial products, market conditions, and legislative changes that may impact our clients' investments.
Why Choose Us
- Opportunities for Growth: Opportunities for professional growth and obtaining further qualifications, such as Chartered Financial Planner status.
- Competitive Remuneration: A competitive salary of up to £60,000 per annum, plus a comprehensive benefits package.
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