Hybrid Financial Advisor - Wealth & Retirement Planning

Goodall-Smith Wealth Management Ltd; Henley-on-Thames; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

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

Responsibilities

• 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.

Skills

Financial Planning

Financial Advisory

Investments

Retirement Planning

Estate & Tax Planning

Client Communication

Relationship Management

Analytical Skills

Education

Level 4 Diploma in Financial Planning or equivalent

Tools

Financial planning software

Job description

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