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    Financial Advisor - Glasgow, United Kingdom - Risk Free Recruitment Ltd

    Risk Free Recruitment Ltd
    Risk Free Recruitment Ltd Glasgow, United Kingdom

    1 week ago

    Default job background
    Permanent, Full time
    Description
    Financial Advisor


    Position Type:
    Full-time – Employed


    Job Summary:


    Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch.

    The successful candidate will have the opportunity to shadow an experienced incumbent for a few months and subsequently take over their responsibilities.


    Responsibilities:
    1.


    Financial Advisory Services:

    • Provide financial advice and recommendations to clients based on their individual goals, financial situations, and risk tolerance.
    • Assist in the development and implementation of personalized financial plans, including investment strategies, tax planning, retirement planning, and estate planning.
    • Conduct financial analysis and research to identify suitable investment opportunities and products.
    • Regularly review and monitor clients' investment portfolios, making adjustments to align with their objectives and market conditions.
    2.


    Client Relationship Management:

    • Build and maintain strong relationships with clients based on trust, integrity, and professionalism.
    • Proactively address client inquiries, concerns, and requests, ensuring exceptional service delivery.
    • Actively engage in networking activities and client prospecting to expand the client base.
    3.


    Compliance and Regulation:

    • Adhere to industry regulations, compliance policies, and ethical standards.
    • Maintain proper documentation and records of client interactions, financial plans, and compliance-related activities.
    • Stay up-to-date with financial industry trends, regulations, and best practices.

    Qualifications and Skills:

    • Bachelor's degree in finance, economics, accounting
    • Advanced Diploma / Chartered or Diploma Qualified and working towards the Advanced Diploma /Chartered
    • Previous experience in financial planning, investments required, or an experienced paraplanner looking to move into a Financial Advisor role.
    • Strong knowledge of investment products, financial markets, and financial planning strategies.
    • Excellent analytical, problem-solving, and decision-making skills.
    • Effective communication and interpersonal skills to interact with clients and team members.
    • High level of professionalism, ethics, and integrity.
    • Ability to work independently and as part of a team, demonstrating flexibility and adaptability
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