Financial Advisor

MBI Staffing; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services provider in Greater London is seeking a dedicated professional to deliver personalized investment solutions and assist clients in achieving their long-term financial goals. The ideal candidate will have over 2 years of industry experience and relevant financial qualifications, ensuring they can provide accurate financial planning support. Join a firm that offers excellent administrative support to allow you to focus on client relationships and business development.

Qualifications

• Minimum 2 years of industry experience.
• Strong understanding of investment principles.
• Relevant financial planning qualifications.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals in client relationship cultivation.
• Build and maintain a client base.
• Prepare and verify accuracy of financial plans.

Skills

Client relationship management

Financial planning

Investment knowledge

Education

CII Diploma in Regulated Financial Planning

LIBF's DipFA (Level 4)

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans, investment focused and cross checking work to ensure complete accuracy of information.

They are looking for someone who can bring clients with them, where they will be supported with fantastic admin and compliance as to focus on clients and business development.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Building a client base
• Prepare financial plans and check their accuracy

Qualifications

• 2+ years' of industry experience
• CII Diploma in Regulated Financial Planning or LIBF's DipFA (Level 4)
• Strong understanding of the investment business