Investment Financial Advisor

1 day ago


London, Greater London, United Kingdom Marketing Leads UK Ltd Full time

Are you a skilled investment professional looking to take your career to the next level? We are seeking an experienced Senior Investment Consultant to join our team in London.

About the Role

We are a leading financial services firm dedicated to providing exceptional investment solutions to our clients. Our team is passionate about helping clients achieve their financial goals, and we pride ourselves on our client-centric approach.

The successful candidate will be responsible for providing personalized investment advice, developing comprehensive financial plans, and managing client portfolios. You will have a strong understanding of financial markets, excellent interpersonal skills, and a commitment to delivering outstanding service.

The estimated salary for this role is £42,000 - £55,000 per annum, plus performance-based bonuses. In addition to a competitive salary, you will also receive a range of benefits, including comprehensive health insurance, retirement savings plan, and generous paid time off.

Key Responsibilities
  1. Provide tailored investment advice to clients based on their financial goals, risk tolerance, and market conditions.
  2. Develop comprehensive financial plans and investment strategies.
  3. Manage and monitor client portfolios, making adjustments as necessary to meet performance objectives.
  4. Conduct regular reviews with clients to discuss their investment performance, goals, and any necessary adjustments.
Requirements
  • Minimum of 2 years of experience in investment advising, financial planning, or a related broker role.
  • Deep understanding of investment products, and portfolio management.
  • Proficiency in financial planning software and Microsoft Office Suite.

We are committed to fostering a diverse and inclusive work environment, where all employees feel valued and empowered to contribute their best work. If you are a motivated and results-driven individual with a passion for delivering exceptional investment services, please submit your application today.


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