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Independent Financial Advisor

Insight Financial Associates

Cambridgeshire and Peterborough

On-site

GBP 40,000 - 80,000

Full time

12 days ago

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Job summary

An established industry player seeks a skilled Financial Adviser to provide expert financial guidance to clients. In this role, you will meet with clients to assess their financial goals, develop tailored financial plans, and recommend strategies for investment and retirement planning. Your expertise will help individuals and businesses navigate their financial futures with confidence. Join a dynamic team that values client relationships and ongoing support, ensuring clients are informed and prepared for their financial journeys. This is a fantastic opportunity to make a significant impact in the financial advisory field.

Qualifications

Strong understanding of financial markets and investment strategies.
Excellent communication skills to explain complex concepts simply.

Responsibilities

Meet with clients to understand their financial goals and needs.
Develop comprehensive financial plans tailored to clients’ needs.
Advise clients on investment options and monitor portfolios.

Skills

Financial Markets Knowledge

Investment Strategies

Tax Laws Understanding

Interpersonal Skills

Problem-Solving Skills

Risk Assessment

Attention to Detail

Education

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

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People Manager at Insight Financial Associates

Summary:

A financial adviser provides expert advice to clients on managing their finances, investments, and planning for the future. They help individuals and businesses make informed decisions about how to allocate their financial resources, save for retirement, and achieve long-term financial goals.

Location:

This role will be based around the St Ives, Cambridge area.

Responsibilities:

Client Consultation and Needs Assessment:

Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
Conduct financial assessments, including income, expenses, investments, and liabilities.
Identify clients’ short- and long-term financial goals (e.g., retirement planning, estate planning, education funding).

Financial Planning and Strategy:

Develop comprehensive financial plans tailored to clients’ needs.
Recommend financial strategies and solutions, such as budgeting, investing, tax planning, insurance, and retirement planning.
Create and present investment portfolios, strategies for wealth accumulation, and risk management plans.

Investment Management:

Advise clients on various investment options (stocks, bonds, mutual funds, real estate, etc.).
Monitor clients’ investment portfolios and recommend adjustments as necessary based on performance and changes in clients' circumstances.
Ensure portfolios align with clients’ risk tolerance and financial goals.

Retirement and Estate Planning:

Help clients plan for retirement by recommending pension plans, IRAs, 401(k)s, and other retirement savings options.
Assist clients in estate planning, including wills, trusts, and minimizing estate taxes.

Insurance Advice:

Recommend insurance products (life, health, disability, etc.) that align with clients’ financial needs and goals.
Ensure clients are adequately covered for risks.

Ongoing Monitoring and Relationship Management:

Build long-term relationships with clients to foster trust and ensure continued financial health.
Provide regular portfolio reviews and updates, adjusting strategies as necessary.
Keep clients informed about market trends and financial news that may impact their strategies.

Regulatory Compliance:

Stay current on financial regulations, market trends, and products to ensure all advice and strategies are compliant with laws and regulations.
Maintain necessary certifications and licenses (such as Series 7, Series 65, or CFP).

Skills and Qualifications:

Strong understanding of financial markets, investment strategies, tax laws, and insurance.
Excellent interpersonal and communication skills to explain complex financial concepts in simple terms.
Problem-solving skills and the ability to create customized financial solutions.
Ability to assess risk and align it with client preferences.
Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar.
Strong attention to detail and organizational skills.

Seniority level

Seniority level
Associate

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales

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