Financial Advisor - Waltham Cross, United Kingdom - Finlink Ltd

Finlink Ltd

Verified Company

Waltham Cross, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An excellent opportunity to join a directly authorised financial advisory firm during a period of growth, with a starting starting salary of up to £50k and Hybrid working available.

The firm, who have been serving their clients for over 30 years, are looking for those with financial planning experience looking to join their friendly team based in the Waltham Cross area.

The Role:

Conducting and recording reviews of client's financial circumstances and future aims
Analysing and reevaluating investment portfolios, based on asset allocation, risk tolerance and each clients individual financial needs and objectives
Researching products, providers and funds on a whole of market basis, with a view to joining the Investment Committee when appropriate.
Liaising with other professionals, including accountants and solicitors as appropriate
Client bank and all leads will be provided to you

Required Skills and Qualifications: