Independent Financial Advisor

Insight Financial Associates; Greater London; On-site; GBP 50,000 - 65,000; Full time

Job summary

An established industry player is seeking a dynamic People Manager to provide expert financial advice to clients. In this role, you will develop tailored financial plans, guide clients through investment management, and ensure compliance with regulations. Your expertise will help individuals and businesses achieve their financial goals, from retirement planning to estate management. Join a collaborative team that values strong relationships and continuous learning, where your contributions will directly impact clients' financial health and success. If you are passionate about finance and client service, this opportunity is perfect for you.

Qualifications

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

Responsibilities

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

Skills

Financial Markets Knowledge

Investment Strategies

Tax Laws Understanding

Insurance Knowledge

Interpersonal Skills

Problem-Solving Skills

Risk Assessment

Detail Orientation

Education

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Job description

2 weeks ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Insight Financial Associates

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 in the East Anglia 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

Referrals increase your chances of interviewing at Insight Financial Associates by 2x

Get notified about new Financial Advisor jobs in England, United Kingdom.

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 22 hours ago

Hambledon, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 19 minutes ago

Greater London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 3 days ago

Leeds, England, United Kingdom 1 month ago

Senior Consultant - Banking and Financial Services

Greater London, England, United Kingdom 2 weeks ago

Manchester Area, United Kingdom 2 days ago

London, England, United Kingdom 2 weeks ago

Manchester Area, United Kingdom 2 days ago

City Of Bristol, England, United Kingdom £50,000.00-£65,000.00 3 weeks ago

London, England, United Kingdom 3 weeks ago

Manchester Area, United Kingdom 2 days ago

City Of London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 2 weeks ago

Graduate/Entry Level Operations Specialist (Financial Advice)

London, England, United Kingdom 4 months ago

London, England, United Kingdom 2 weeks ago

City Of Southampton, England, United Kingdom 2 weeks ago

Quilter Full-Time Financial Adviser Programme - London

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.