Independent Financial Adviser

With over two decades of providing expert financial advice, we are the trusted choice for individuals and business alike. We aim to provide a superior level of service by utilising a dedicated team of experts that aim for lasting success and strong partnerships.

**Position Overview**:
**Responsibilities**:

- Provide Personalised Financial Advice: Meet with clients to assess their financial goals, investment preferences, and risk tolerance. Understand their current financial situation and develop customised financial plans tailored to their specific needs and objectives.
- Conduct Comprehensive Financial Analysis: Gather and analyse financial information, including income, assets, investments, and debts, to evaluate clients' financial health. Identify areas for improvement, risks, and opportunities.
- Offer Investment Recommendations: Utilise your knowledge of financial markets, investment products, and asset allocation strategies to provide, with the help of our research and Paraplanning team, informed investment recommendations to clients. Help clients make well-informed decisions with their portfolios
- Monitor and Review Client Portfolios: Regularly review client portfolios to ensure they remain aligned with their financial goals. Monitor market trends, economic indicators, and changes in investment strategies to make necessary adjustments and maximise returns within risk parameters.
- Provide Retirement Planning Guidance: Assist clients in planning for their retirement by evaluating their retirement goals, estimating future income needs, and recommending appropriate retirement savings and investment strategies.
- Educate Clients: Clearly explain complex financial concepts and investment options to clients, ensuring they have a solid understanding of their financial plans. Help clients develop financial literacy and empower them to make informed decisions.
- Stay Updated on Financial Regulations and Industry Trends: Keep abreast of relevant financial regulations, tax laws, market trends, and industry developments. Continuously expand your knowledge and expertise to provide up-to-date and accurate advice.
- Build and Maintain Client Relationships: Establish and nurture long-term relationships with clients based on trust, professionalism, and exceptional service. Proactively communicate with clients to provide updates, address concerns, and adapt financial plans as needed.

**Requirements**:

- Relevant industry approved certifications such as Level 4 Diploma or Chartered Adviser status.
- Proven experience as a Financial Adviser, Financial Planner, or similar role, demonstrating a successful track record in providing financial advice and managing client portfolios.
- In-depth knowledge of financial planning principles, investment strategies, asset allocation, retirement planning, and tax considerations.
- Strong analytical skills with the ability to assess complex financial data, identify trends, and recommend suitable investment options.
- Excellent interpersonal and communication skills, with the ability to build trust and establish rapport with clients. Ability to explain financial concepts clearly to clients with varying levels of financial literacy.
- High ethical standards and a commitment to acting in the best interests of clients. Familiarity with regulatory requirements and compliance standards in the financial industry.
- Proactive mindset with strong problem-solving abilities. Ability to adapt to changing market conditions and recommend appropriate strategies accordingly.
- Professional demeanor, integrity, and a strong work ethic. Ability to maintain confidentiality and handle sensitive financial information.

**Desirable skills**
- Experience with Intelligent Office

**Package**
- Salary Range - £45,000 depending on experience & qualifications
- Pension Contribution
- 25 days holiday
- Monday - Friday 9.00 - 17.00

**Salary**: From £45,000.00 per year

**Benefits**:

- Casual dress
- Company pension
- Financial planning services
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Ascot, SL5 0DP: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: In person