Financial Advisor

Frederick Charles Wealth Management Ltd; Bradwell on Sea; On-site; GBP 45,000 - 65,000; Full time

Job summary

Frederick Charles Wealth Management Ltd is seeking a Financial Advisor for a full-time, on-site role in England. You will meet clients to understand financial objectives, assess current situations, and develop suitable financial plans.

Daily tasks include advising on investments and retirement planning, reviewing portfolios, monitoring markets, and updating clients on opportunities and risks. Role requires preparing reports, maintaining client records, and ensuring regulatory compliance.

Qualifications

• Demonstrated ability to create and present tailored financial strategies.
• Strong knowledge of financial products, markets and risk management.
• Experience with retirement planning and long-term savings strategies.
• Relevant professional qualifications and UK regulatory registrations; compliant with standards.

Responsibilities

• Advise on investments and retirement planning.
• Review client portfolios and monitor market developments.
• Prepare reports and maintain accurate client records.
• Ensure regulatory and compliance standards are met.
• Collaborate with colleagues and engage in ongoing professional development.

Skills

Financial Planning

Financial Advisory

Investments

Retirement Planning

Pension Strategies

Regulatory Knowledge

Analytical Skills

Communication

Education

Professional financial planning qualification

Regulatory registration (UK)

Job description

Company Description

Frederick Charles Wealth Management is a UK-based financial services firm located on the High Street in Maldon, England. The company provides tailored financial advice and planning solutions to individuals and businesses. Its services typically cover areas such as investments, retirement planning, and overall financial strategy. Team members work closely with clients to help them make informed decisions and achieve long-term financial goals. The firm values professionalism, client service, and integrity in every aspect of its work.

Role Description

The Financial Advisor role is a full-time, on-site position based in England, United Kingdom. The Financial Advisor will meet with clients to understand their financial objectives, assess their current situation, and develop suitable financial plans. Day-to-day responsibilities include advising on investments and retirement planning, reviewing portfolios, monitoring market developments, and updating clients on relevant financial opportunities or risks. The role involves preparing reports, maintaining accurate client records, and ensuring regulatory and compliance standards are met. Collaboration with colleagues and participation in ongoing professional development are also part of the position.

Qualifications

• Demonstrated skills in Financial Planning and Financial Advisory, with the ability to create and present tailored financial strategies.
• Strong Finance and Investments knowledge, including understanding of financial products, market trends, and risk management.
• Experience in Retirement Planning, including pension strategies and long-term savings solutions.
• Relevant professional qualifications in financial services (e.g., diploma or certification in financial planning or advisory) and registration with appropriate UK regulatory bodies, as required.
• Excellent analytical, communication, and interpersonal skills, with a client-focused approach and high ethical standards.
• Ability to work on-site, manage multiple client relationships, and maintain accurate documentation and compliance records.