- A successful candidate needs to be an experienced financial advisor with the minimum level 4 qualification and on track towards chartered status.
- Contacting clients and scheduling meetings, either at the office or at clients' residences or business premises
- Conducting thorough reviews of clients' financial situations, existing setups, and future objectives
- Assessing data and formulating tailored plans to meet individual client needs
- Performing risk assessments
- Exploring the market and delivering clients details on both new and established products and services
- Devising financial tactics
- Guiding clients in making informed choices
- Gathering insights from diverse sources, including financial product providers
- Adapting to clients' evolving needs and financial conditions
- Staying updated on financial products and regulations
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Independent Financial Advisor - Devon, United Kingdom - Fram Search
Description
Fram is collaborating with an independent financial planning firm that has offices scattered around the UK. Because a team member is retiring, our client seeks a financial advisor to inherit a client bank covering the Plymouth region. The position is a salaried one, and advisors are not mandated to bring their own clients, rather to nurture and expand the existing client base they receive. Advisors are backed by specialized paraplanning and administrative teams. This presents a prime chance for an adept advisor with a background in either independent or restricted advisory, who may find it challenging to transfer clients from their current organization.
The primary duty is to furnish clients with specialized guidance on financial management. This will encompass market research and advocating the most suitable products and services, ensuring clients are informed about offerings that align with their requirements.
Key responsibilities:
An ideal candidate is an existing financial advisor holding at least a level 4 qualification and striving for chartered status. While advisors may specialize in specific areas, they are open to dispensing advice across all realms of financial guidance.
