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Financial Advisor - London

Independent Resourcing Consultancy Ltd

London

On-site

GBP 60,000 - 80,000

Full time

30+ days ago

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Job summary

An established financial services firm is on the lookout for a motivated Financial Advisor eager to progress in their career. This role offers a unique opportunity to develop client relationships while providing comprehensive support to senior advisors. You will engage with clients to understand their financial aspirations and help devise strategies to meet them, all while ensuring compliance with industry regulations. The firm emphasizes transparency and integrity, providing a platform for significant career growth, particularly in the offshore market. If you're ambitious and ready to take the next step in your financial advising career, this role is perfect for you.

Qualifications

  • Candidates must be on the path to or have completed their Level 4 qualifications.
  • Strong interest in financial markets and personal financial planning.

Responsibilities

  • Assist senior advisors in managing client portfolios and understanding financial goals.
  • Ensure compliance with regulatory standards and maintain market knowledge.

Skills

Client Relationship Management
Financial Planning
Communication Skills
Regulatory Compliance

Education

Level 4 Financial Qualifications

Job description

Financial Advisor - London

Our client, a distinguished financial services firm, is seeking a motivated Financial Advisor newly qualified seeking progression and development. This role presents a remarkable opportunity for career development in the dynamic field of financial advising.

Role Overview:

The Advisor will primarily assist with client services, supporting the management and development of client relationships. The successful candidate will be entrusted with a book of clients and will be responsible for maintaining and enhancing client satisfaction.

Key Responsibilities:

  1. Provide comprehensive support to senior advisors in managing client portfolios.
  2. Engage with clients to understand their financial goals and assist in developing strategies to achieve them.
  3. Ensure compliance with regulatory standards and maintain up-to-date knowledge of the financial market.

Qualifications:

  1. Candidates must be on the path to or have completed their Level 4 qualifications.
  2. A strong interest in financial markets and personal financial planning.
  3. Excellent communication and interpersonal skills.

Salary & Benefits:

  1. A starting salary from £2,500 GBP per month, negotiable based on the candidate's experience and qualifications.
  2. In addition to the salary, the role offers the potential to earn commission based on performance.
  3. This role provides an excellent platform for growth within the financial services industry, particularly in the offshore market.

Why?

  1. Work with a portfolio of clean assets.
  2. Be part of a firm that values transparency and integrity in managing client investments.
  3. Accelerate your career growth with hands-on experience and structured progression towards becoming a Full Advisor.

Application Process:

If you are ambitious, driven, and ready to take the next step in your financial advising career, we invite you to apply. Please submit your CV and cover letter, outlining your suitability for the role and your career aspirations.

Our client is committed to fostering a diverse and inclusive work environment. We welcome applications from all qualified individuals.

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