Financial Advisor

4Life Wealth Management; Harrogate; Remote; GBP 30,000 - 60,000; Full time

Job summary

Join a forward-thinking wealth management firm as a Financial Advisor, where you'll provide tailored financial advice and develop personalized plans for clients. This role emphasizes strong communication and analytical skills, allowing you to make a significant impact on clients' financial futures. With a supportive team environment and opportunities for growth, this position is ideal for those passionate about finance and client relations. Embrace the chance to work independently while collaborating with industry experts to deliver exceptional financial solutions.

Qualifications

• Skills in financial planning and retirement planning are essential.
• Excellent analytical and problem-solving skills are required.
• Strong communication and interpersonal skills are critical.

Responsibilities

• Provide tailored financial advice and develop personalized financial plans.
• Meet with clients to assess their financial needs and monitor portfolios.
• Liaise with clients' existing advisers and specialists as needed.

Skills

Financial Planning

Retirement Planning

Financial Advisory

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Industry Experience

Job description

4 days ago Be among the first 25 applicants

4Life Wealth Management was founded to offer first-class financial advice to a broad audience, catering to both present and future needs. Our elite team of financial advisers ranges from young trainees to highly experienced professionals, supported by a well-trained administrative office. We collaborate with clients' existing advisers and other specialists to provide comprehensive wealth management solutions. Our goal is to help clients make informed decisions and maintain beneficial relationships over the long term. 4Life Wealth Management is an Appointed Representative of St. James's Place Wealth Management plc, which is regulated by the Financial Conduct Authority.

Role Description

This is a full-time role for a Financial Advisor located in Harrogate but based from home. The Financial Advisor will be responsible for providing tailored financial advice, including financial planning, retirement planning, and investment strategies. Day-to-day tasks will involve meeting with clients, assessing their financial needs, developing personalized financial plans, and monitoring the performance of financial portfolios. The advisor will also liaise with clients' existing professional advisers and other specialists as needed.

Qualifications

• Skills in Financial Planning, Retirement Planning, and Financial Advisory
• Knowledge of Finance and Investments
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work independently and collaboratively
• Experience within the wealth management industry is beneficial

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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