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Independent Financial Advisor - Manchester, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Manchester, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Summary:
Seeking a skilled and experienced Chartered Financial Advisor to join an existing team.

As a Financial Advisor, you will provide comprehensive financial planning services to clients, helping them achieve their financial goals and secure their financial future.

Your expertise in financial services and planning will be crucial in guiding clients through investment strategies, retirement planning, and risk management.

A client bank is provided.

Duties:

Conduct thorough financial assessments and analysis for clients
Develop personalized financial plans based on clients' goals and risk tolerance
Provide recommendations on investment strategies, asset allocation, and portfolio management
Assist clients in retirement planning, including pension analysis
Educate clients on various financial products and services available to them
Monitor and review clients' investment portfolios regularly
Stay updated on market trends, economic conditions, and changes in financial regulations
Maintain strong relationships with clients by providing ongoing support and guidance

Qualifications:

Chartered Financial Planner (CFP) designation or equivalent certification
Proven experience as a Financial Advisor
Indepth knowledge of financial services, investment products, and financial planning strategies
Strong analytical skills with the ability to interpret complex financial data
Excellent communication and interpersonal skills
Ability to build trust and rapport with clients
Proficient in using financial planning software and tools

Benefits: