Financial Services Expert

17 hours ago


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

Austin Fraser is seeking a highly competent Independent Financial Adviser to provide expert investment advice within regulatory guidelines and the firm's procedures.

This role requires a deep understanding of financial products, market dynamics, and regulatory frameworks. The ideal candidate will have a proven track record in financial planning and a strong commitment to client service.

  • Maintain up-to-date knowledge of financial products, market conditions, and legislative changes.
  • Undertake continuous professional development (CPD) to enhance knowledge and skills, fulfilling the requirements set by regulatory bodies.
  • Provide detailed and clear information to clients about investment products, ensuring understanding of risks, costs, and tax implications.
Requirements:
  1. An approved qualification, such as a Diploma in Regulated Financial Planning.
  2. A minimum of three years' experience dealing with clients and five years in the financial industry.
  3. A strong understanding of the Financial Services and Markets Act 2000, the Financial Services Act 2012, and other relevant regulatory frameworks.
  4. Proficiency in Microsoft Office, especially Word and Excel.
Benefits:
  1. Opportunities for professional growth and obtaining further qualifications, such as Chartered Financial Planner status.
  2. A competitive salary and benefits package of up to £60k per annum.


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