Junior Financial Adviser

Posted 29 April by Australasian Recruitment Company
£25,000 per annum
London , South East England
Permanent, full-time

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Posted by Australasian Recruitment Company
JUNIOR FINANCIAL ADVISOR

This is an exciting opportunity for Junior Financial Advisor to join a leading financial institutions helping build a strong financial future!
  
JUNIOR FINANCIAL ADVISOR ROLE:
  • Assisting senior advisors in conducting client meetings to gather financial information, assess goals, and provide personalized recommendations
  • Preparing financial analyses, including cash flow projections, retirement planning, and investment portfolio reviews
  • Researching investment opportunities and assisting in developing investment strategies tailored to clients' needs and risk profiles
  • Supporting the preparation of financial plans and presentations for client meetings
  • Responding to client inquiries and provide ongoing support to address their financial needs and concerns
  • Staying informed about market trends, economic developments, and regulatory changes that may impact clients' financial plans
  • Collaborating with other team members to ensure a seamless client experience and adherence to compliance standards
  • Participating in training and professional development opportunities to expand knowledge and skills in the financial advisory field
JUNIOR FINANCIAL ADVISOR ESSENTIALS:
  • Minimum 12 months in an administrative role
  • A strong desire to work in finance
  • A willingness to cold call
If you feel that you fit the above criteria then please apply today by submitting your CV to us. Please note due to the high volume of applications that we receive only successful applicants will be contacted. For information on how we process personal information please refer to our website: How We Use Your Personal Information.
 
At Australasian Recruitment Company we are committed to an Equal Opportunities policy and make employment decisions by matching business needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities) gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation.

Reference: 52549282

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