Financial Management Specialist
9 hours ago
At Gilson Gray LLP, our comprehensive law firm offers expert legal, property, and financial services. Our Financial Management team has decades of experience in Wealth Management and can advise on every Financial related matter.
Our JobWe are looking for a highly driven Financial Adviser to join our successful Financial Management team in Dundee.
The RoleAs a Financial Adviser at Gilson Gray, you'll be responsible for:
- Contacting existing and new clients to offer financial planning services.
- Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims.
- Researching and analysing information to design financial strategies and prepare proposals to best suit individual clients' requirements.
- Completing analyses of clients' attitude to risk in accordance with their financial planning decisions.
- Reviewing and responding to clients' changing needs and financial circumstances.
- Providing clients with information on new and existing products and services.
- Communicating with other relevant professionals in relation to clients' circumstances.
- Maintaining professional and technical knowledge of St. James's Place products and services.
- Liaising with clients in relation to changes to legislation that may affect their savings, investments, or plans.
- Meeting the regulatory aspects of the role.
- Participating in monthly marketing meetings and strategies for business development.
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