Senior Financial Advisor

Austyn Smith Associates Limited; Beaconsfield; On-site; GBP 50,000 - 75,000; Full time

Job summary

A financial planning firm is seeking a Senior Financial Advisor in Beaconsfield. This full-time on-site role involves providing tailored financial planning and advisory services, conducting financial assessments, and collaborating with clients to achieve their financial goals. Ideal candidates will have proven expertise in financial planning and retirement strategies, exceptional communication skills, and relevant certifications. Join a team dedicated to guiding clients toward financial security with a cautious approach.

Qualifications

• Proven expertise in financial planning and advisory services.
• Experience in retirement planning and investments.
• Strong background in finance and strategic financial decision-making.
• Exceptional interpersonal and communication skills.
• Proficiency in creating bespoke financial plans.
• Regulatory certifications relevant to advisory roles.
• Ability to work collaboratively with a team.

Responsibilities

• Provide personalized financial planning and advisory services.
• Conduct detailed financial assessments.
• Develop comprehensive retirement and investment strategies.
• Collaborate closely with clients to meet their financial goals.

Skills

Financial Planning

Retirement Planning

Financial Analysis

Interpersonal Skills

Communication Skills

Problem Solving

Education

Chartered Financial Planner status

Job description

Company Description

Austyn Smith Associates Limited is an award-winning financial planning and wealth management firm specializing in providing independent advice to families, entrepreneurs, and retirees seeking a cautious approach to managing their assets. Known for our trademarked 'Cautious Blend' methodology, we focus on diversifying and protecting our clients' wealth while reducing risk. With over 25 years of experience, we guide clients through financial decision-making, including transition planning into retirement. Our ethos is centered on building close, personalized relationships, treating each client with the same care we would extend to our own family members.

Role Description

This is a full-time, on-site role for a Senior Financial Advisor located in Beaconsfield. Responsibilities include providing personalized financial planning and advisory services, conducting detailed financial assessments, and developing comprehensive retirement and investment strategies. The Senior Financial Advisor will collaborate closely with clients to ensure their financial goals are met while maintaining a cautious and strategic approach to wealth management.

Qualifications

• Proven expertise in Financial Planning and Financial Advisory services
• Experience in Retirement Planning and Investments
• Strong background in Finance, including analysis and strategic financial decision-making
• Exceptional interpersonal and communication skills for building client relationships
• Proficiency in creating bespoke financial plans tailored to individual client needs
• Regulatory certifications and qualifications relevant to financial advisory roles (e.g., Chartered Financial Planner status or equivalent)
• Ability to work collaboratively within a team and demonstrate strong problem-solving skills
• Experience in serving entrepreneurs, retirees, and high-net-worth individuals is a plus