Holistic Financial Adviser — Grow Clients & Practice

OPRA GROUP; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in City Of London is seeking a dynamic Financial Adviser to provide holistic financial advice. The successful candidate will nurture existing relationships and offer tailored solutions in areas such as investments and pensions. The role requires at least a Level 4 Diploma in Financial Advice and 3 years of experience, alongside excellent communication skills and a commitment to client service. This position offers a supportive work environment with opportunities for career growth.

Benefits

Training provided

Career Growth & Development

Flexibility in the work environment

Supportive & Collaborative Culture

Pension

Financial Wellbeing Programs

Administrative support

Great office Environment

Qualifications

• Minimum of 3 years experience as a Financial Adviser providing holistic financial advice.
• Experience advising on investments, pensions, and inheritance tax.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Provide tailored advice on financial planning aspects.
• Conduct regular client reviews to ensure suitability of advice.
• Create new opportunities for business growth through networking.

Skills

Excellent communication skills (written and oral)

Holistic financial advice

Experience using cash flow modelling software

Emotional intelligence

Resilience

Education

Level 4 Diploma in Financial Advice

Job description

A financial advisory firm in City Of London is seeking a dynamic Financial Adviser to provide holistic financial advice. The successful candidate will nurture existing relationships and offer tailored solutions in areas such as investments and pensions. The role requires at least a Level 4 Diploma in Financial Advice and 3 years of experience, alongside excellent communication skills and a commitment to client service. This position offers a supportive work environment with opportunities for career growth.