Financial Advisor

Goodall-Smith Wealth Management Ltd; Henley-on-Thames; Hybride; GBP 45 000 - 70 000; Plein temps

Résumé du poste

Goodall-Smith Wealth Management Ltd in Henley-on-Thames is seeking a full-time Financial Advisor to join its hybrid team. You will provide comprehensive financial planning, retirement, investments, pensions, and estate planning tailored to each client’s objectives and risk tolerance.

Day-to-day responsibilities include meeting with clients, assessing financial circumstances, developing and presenting recommendations, implementing agreed strategies, and conducting regular reviews to ensure plans

Qualifications

• Candidates should have proven experience delivering tailored financial planning and advisory services.
• Strong knowledge of finance and investments with risk management

Responsabilités

• Meet with clients to assess financial circumstances and objectives.
• Develop and present personalized recommendations across wealth management, retirement, investments, pensions and estate planning.
• Implement agreed strategies and conduct regular reviews to ensure plans stay aligned with changing needs.
• Maintain accurate documentation and stay current with market developments and regulatory changes.
• Collaborate with internal teams to deliver high-quality ongoing client service.

Connaissances

Financial Planning

Financial Advisory

Investments

Retirement Planning

Estate & Tax Planning

Client Communication

Relationship Management

Analytical Skills

Formation

Level 4 Diploma in Financial Planning or equivalent

Outils

Financial planning software

Description du poste

Company Description

Goodall-Smith Wealth Management Ltd provides high-quality, personalized wealth management and financial planning advice to clients with varied financial resources and at all life stages. The firm supports both individuals and businesses, including corporate financial planning for pensions, director and key employee protection, tax reliefs, and exit strategy planning. Through St. James’s Place risk-rated portfolios, clients access diversified, global investment solutions tailored to their goals and risk profiles. The firm emphasizes clear guidance on investment risk, taxation changes, and long-term financial planning. Goodall-Smith Wealth Management works with clients across Berkshire, Oxfordshire, and Buckinghamshire, with offices in both Twyford and Henley-on-Thames, supporting the surrounding areas.

Role Description

The Financial Advisor role is a full-time, hybrid position based in Henley-on-Thames, with the flexibility to work from home part of the week. The individual in this role will provide comprehensive financial planning advice, including wealth management, retirement planning, investments, pensions, and estate planning, tailored to each client’s objectives and risk tolerance. Day-to-day responsibilities include meeting with clients, assessing financial circumstances, developing and presenting recommendations, implementing agreed strategies, and conducting regular reviews to ensure plans remain aligned with changing needs. Additional activities include maintaining accurate documentation, remaining current with market developments and regulatory changes, and collaborating with internal team members to deliver a superior standard of ongoing client service.

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory, with experience delivering tailored advice to a diverse client base.
• Candidates should possess solid knowledge of Finance and Investments, including risk management and diversified portfolio construction.
• Candidates should possess expertise in Retirement Planning and Pensions, covering accumulation, decumulation, and long-term income strategies.
• Candidates should possess an understanding of tax-efficient strategies and estate planning, with the ability to explain complex concepts clearly to clients.
• Relevant professional qualifications (e.g., Level 4 Diploma in Financial Planning or equivalent, appropriate regulatory authorization) are highly desirable.
• Strong communication, relationship-building, and interpersonal skills, with the ability to work independently and maintain client confidentiality.
• Great analytical, organizational, and time management abilities, with proficiency in using financial planning software and standard office applications.
• Prior experience in wealth management or advisory roles within the UK financial services sector is an advantage.