Financial Advisor - Barnsley S SP - Lifetime Financial Management

Description

Job Overview

We are seeking a dedicated and professional Financial Advisor to join our team. The successful candidate will provide expert financial guidance and support to clients, helping them achieve their financial goals through tailored planning and investment strategies. This role offers an excellent opportunity for individuals passionate about financial services and committed to delivering exceptional client service. The position is paid and suitable experienced professionals.

Duties

• Analyse clients' financial situations, including income, expenses, assets, and liabilities
• Develop customised financial plans that align with clients' short-term and long-term objectives through cash flow modelling.
• Advise clients on investment opportunities, insurance policies, retirement planning, and estate planning
• Monitor market trends and adjust financial strategies accordingly
• Maintain up-to-date knowledge of relevant financial regulations and industry standards
• Build and sustain strong client relationships through regular communication and review meetings
• Prepare detailed reports and presentations to clearly communicate financial recommendations
• Assist clients in understanding complex financial concepts in a clear and approachable manner

Requirements

• Proven experience in financial services and financial planning
• Excellent interpersonal and communication skills, with the ability to explain complex information simply
• Strong organisational skills with attention to detail
• Ability to analyse financial data accurately and provide strategic advice
• Relevant qualifications or certifications in finance or related fields are desirable but not essential for entry-level candidates
• A proactive approach with a commitment to ongoing professional development
• Knowledge of current industry regulations and compliance standards is advantageous

This role is ideal for motivated individuals eager to build a rewarding career in financial advisory services within a supportive environment.

Job Types: Full-time, Permanent

Pay: £45,000.00-£65,000.00 per year

Benefits:

• Bereavement leave
• Company pension
• Gym membership
• Health & wellbeing programme
• On-site parking
• Sick pay
• Work from home

Work Location: Hybrid remote in Barnsley S75 3SP