Financial Advisor
2 weeks ago
Job Title:
Financial Advisor
Company
: Fiducia Comprehensive Financial Planning Lt
**d
Locatio**
n: Hybr
**id
Sala**
ry: Up to £40,000 (D
**OE)
Abou**
t UsFiducia Comprehensive Financial Planning Ltd is part of the Fiducia Group of companies, a trusted wealth management firm dedicated to providing high-quality, client-focused financial advice. As an appointed representative of The Openwork Partnership, we specialise in investment planning, wealth preservation, and financial growth strategies to help our clients achieve their long-term financial go
**als.
Role Ove**
rviewWe are seeking a highly skilled and experienced Investment Adviser to join our team. The successful candidate will provide expert investment advice, construct tailored investment portfolios, and ensure clients receive comprehensive financial planning solut
**ions.
Key Responsibi**
- litiesDevelop and manage client investment portfolios, ensuring alignment with financial goals and risk tole
- rance.Conduct in-depth financial analysis, market research, and asset allocation strat
- egies.Deliver personalised investment advice while considering tax efficiency and long-term wealth preserv
- ation.Maintain up-to-date knowledge of financial markets, regulatory requirements, and investment pro
- ducts.Build and maintain strong client relationships, offering regular reviews and performance up
- dates.Ensure all financial planning and investment activities comply with regulatory guidelines
- (FCA).Collaborate with internal teams to enhance client service and business development initia
**tives.
Skills & Experience R**
- equiredLevel 4 Diploma in Financial Planning (CII) or equivalent; Chartered status (or working towards) is des
- irable.Proven experience in investment advisory, wealth management, financial planning or paraplanning (12 months minimum exper
- ience).Strong knowledge of financial markets, investment strategies, and risk mana
- gement.Excellent communication, interpersonal, and client relationship management
- skills.Ability to analyse complex financial information and provide clear, strategic
- advice.Strong ethical and professional standards in line with FCA regul
ations.
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