Finance Advisor - London, United Kingdom - Impactable ltd

Impactable ltd

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About Our Client:

Our client is a prestigious and leading company in the finance industry, known for its innovation, market expertise, and commitment to excellence.

With a global presence and a solid reputation, they provide a wide range of financial services and solutions to their clients.

As part of their continuous growth, we, Impactable, are partnering with them to find a highly skilled and accomplished professional to join their dynamic team.

Job Summary:
We are currently seeking a dynamic and experienced Financial Advisor to join our client's team.

As a Financial Advisor, you will provide personalized financial guidance and investment strategies to clients, building strong relationships and helping them navigate their financial journey.

Responsibilities:

Client Relationship Management:

Build and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
Conduct thorough financial assessments to evaluate clients' current financial situation and develop customized financial plans.
Provide comprehensive financial advice on investment opportunities, retirement planning, estate planning, tax strategies, insurance, and other financial areas.
Regularly communicate with clients to provide updates on their portfolios, address their concerns, and offer guidance as needed.

Financial Planning and Analysis:

Analyse clients' financial information, including income, assets, expenses, and debts, to develop comprehensive financial plans aligned with their goals.
Perform financial forecasting, investment analysis, and risk assessments to recommend suitable investment strategies and financial solutions.
Stay updated on market trends, investment products, and tax regulations to provide informed recommendations and strategies.
Collaborate with other financial professionals, such as accountants and attorneys, to provide holistic financial advice.

Investment Portfolio Management:

Develop and implement investment strategies tailored to clients' risk tolerance, time horizons, and financial objectives.
Monitor investment portfolios, regularly review performance, and make adjustments as necessary to optimize returns and manage risks.
Provide guidance on asset allocation, diversification, and rebalancing to ensure clients' investment portfolios align with their goals.
Stay informed about investment products, market conditions, and economic trends to provide timely and relevant advice.

Compliance and Regulatory Adherence:

Ensure compliance with regulatory requirements, industry standards, and internal policies.
Maintain accurate and uptodate client records, financial plans, and investment recommendations.
Stay informed about changes in financial regulations and adapt practices to ensure compliance.

Business Development:

Actively participate in business development activities to acquire new clients and expand the client base.
Network with potential clients and build referral networks with professionals in related fields.
Participate in marketing initiatives and represent the company at industry events.

Requirements:

Bachelor's degree in Finance, Economics, Business Administration, or a related field. Relevant certifications (e.g., CFP, CFA) are highly desirable.
Proven work experience as a Financial Advisor or in a similar role, with a track record of successful financial planning and investment management.
Strong knowledge of investment products, financial markets, and tax regulations.
Excellent analytical skills and ability to interpret complex financial data.
Strong communication and interpersonal skills, with the ability to explain financial concepts to clients effectively.
Clientfocused mindset with a passion for helping clients achieve their financial goals.
High ethical standards and ability to maintain confidentiality and act in clients' best interests.
Proficiency in financial planning software and tools.
Strong business development and networking abilities.