Senior Financial Advisor

5 days ago


London, Greater London, United Kingdom Marketing Leads UK Ltd Full time
About the Role

This exciting opportunity is available at a leading financial services firm dedicated to providing exceptional investment solutions to its clients. We are seeking an experienced investment professional to join our team as a Senior Financial Advisor - Portfolio Manager.

Responsibilities
  • Provide personalized investment advice and develop comprehensive financial plans for clients.
  • Manage and monitor client portfolios, making adjustments as necessary to meet performance objectives.
  • Stay informed about market trends, economic developments, and new investment products.
Requirements
  • A minimum of 2 years of experience in investment advising, financial planning, or a related broker role.
  • Strong understanding of investment products, portfolio management, and market trends.
  • Excellent communication and interpersonal skills.
Benefits
  • An attractive compensation package, including an estimated salary range of £24,000 - £30,000 per annum.
  • Performance-based bonuses and benefits package.
  • Opportunities for career growth and professional development.


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