Financial Advisor

• Meeting new and existing clients and developing ongoing relationships
• Conduct thorough financial assessments and analysis for clients
• Reviewing clients' needs and providing tailored financial advice to existing and potential clients
• Collaborate with all teams to achieve overall business objectives and contribute to a positive working environment.
• Develop customized financial plans based on clients' needs and objectives
• Provide recommendations on investment strategies, retirement planning, and tax planning
• Monitor and review clients' portfolios to ensure alignment with their goals
• Stay updated on market trends, economic conditions, and regulatory changes that may impact clients' financial situations

• Relevant financial qualifications (e.g., CISI, CII, or equivalent).
• Proven experience as a Financial Adviser (2 years +)
• Strong knowledge of financial analysis techniques and methodologies
• Experience and knowledge in using cash flow modelling.
• Proficient in using financial modelling software and advanced Excel functions
• Experience and a strong understanding in the full sales and compliance process
• Excellent analytical skills with the ability to interpret complex financial data
• Strong attention to detail and accuracy
• Excellent communication and presentation skills
• Ability to work independently and collaboratively in a fast-paced environment

If you are a highly motivated individual with a passion for financial planning, we encourage you to apply for this position. We offer competitive packages, with an opportunity to grow and lead a team and professional development opportunities. Join our team today and you can contribute to our company's success!

Key information

Job Type: Full-time
Salary: £50,000.00-£65,000.00 per year + Commission
Schedule: Monday to Friday
Supplemental pay types: Commission structure
Work Location: Hertfordshire/North London