Independent Financial Adviser - Chester, United Kingdom - Financial Fortress

Financial Fortress

Verified Company

Chester, United Kingdom

1 week ago

Posted by:

Tom O´Connor

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Description

Job Title:
Independent Financial Adviser

Company:
Financial Fortress

Location:
Chester

Salary:
Competitive, commensurate with experience

Job Description:
We are seeking an experienced and motivated Independent Financial Adviser to join our team.

In this role, you will work closely with clients to understand their financial objectives, assess their current financial situation, and develop personalized strategies to help them reach their goals.

You will provide comprehensive advice across a broad range of areas, including investments, retirement planning, estate planning, insurance, and tax efficiency.

Responsibilities:

Conduct thorough client consultations to assess their financial needs, goals, and risk tolerance.
Analyse and evaluate clients' financial information to develop suitable financial strategies.
Provide expert advice and recommendations on investment options, retirement planning, insurance, tax planning, and estate planning.
Assist clients in implementing recommended strategies and monitor their progress regularly.
Stay updated on industry trends, regulations, and changes in the financial landscape to provide accurate and timely advice.
Build and maintain strong client relationships through regular communication and exceptional service.
Collaborate with other team members, such as analysts and administrators, to ensure seamless client service delivery.
Actively pursue new business opportunities and participate in business development activities to expand the client base.
Comply with regulatory requirements and ethical standards in all client interactions and recommendations.

Qualifications: