Financial Advisor

Overview

Do you have your level 4 dilploma in Financial Advice and srtuggling to find the right enrivonmet to be mentored?

Perhaps you are already a financial adviser of 2 years looking for something better and more aligned with your future goals!

Job Overview

I am seeking a Financial Advisor to join a fantastic team in Milton Keynes. In this role, you will be responsible for providing financial guidance to clients, helping them to achieve their financial goals through tailored financial planning and investment strategies.

The ideal candidate will possess either relatabell skills and/or a strong background in financial services and a passion for assisting individuals and businesses in managing their finances effectively.

Responsibilities

• Conduct comprehensive assessments of clients' financial situations to identify their needs and objectives.
• Develop personalised financial plans that align with clients' goals, including retirement planning, investment strategies, and risk management.
• Provide ongoing support and advice to clients, adjusting plans as necessary based on changes in their circumstances or market conditions.
• Stay informed about the latest trends in the financial services industry to offer clients the most relevant advice.
• Build and maintain strong relationships with clients through regular communication and follow-ups.
• Prepare and present detailed reports on investment performance and financial progress to clients.
• Ensure compliance with regulatory requirements and maintain accurate records of client interactions.

Qualifications

• Level 4 qualified (Proven experience in financial services, preferably as a Financial Advisor, paraplanning or administration).
• Strong knowledge of financial planning principles, investment products, and market trends.
• Excellent analytical skills with the ability to interpret complex financial data.
• Exceptional communication skills, both verbal and written, with the ability to explain financial concepts clearly to clients.
• A proactive approach to problem-solving and the ability to work independently as well as part of a team.
• A commitment to continuous professional development within the financial services sector. Join us as we empower individuals and businesses to secure their financial futures through informed decision-making and strategic planning.

Job Type: Full-time

Pay: £36,000 - £100,000 per year

Additional pay:

• Bonus scheme

Benefits:

• Free parking
• On-site parking

Schedule:

• Monday to Friday

Application question(s):

• Do you hold the level 4 diploma in Financial Advice?
• Are you within a commutable distance to Milton Keynes?

Work Location: In person