Senior Financial Advisor & Retirement & Wealth Planning Leader

Austyn Smith Associates Limited; Beaconsfield; On-site; GBP 100,000 - 125,000; Full time

Job summary

A financial planning firm is looking for a Senior Financial Advisor in Beaconsfield. This full-time position focuses on providing personalized financial planning and retirement strategies while developing client relationships. Candidates with a background in financial advisory services and necessary regulatory certifications are ideal. This role offers a pathway to leadership, contributing to clients’ financial goals in a careful and effective way.

Qualifications

• Background in financial advisory services is preferred.
• Regulatory certifications in finance or investment are required.

Responsibilities

• Work on personalized financial planning and retirement strategies.
• Build and maintain relationships with clients.
• Progress into leadership roles while helping clients.

Skills

Financial advisory services

Regulatory certifications

Client relationship management

Job description

A financial planning firm is seeking a Senior Financial Advisor in Beaconsfield. This full-time role offers the chance to work on personalized financial planning, retirement strategies, and build client relationships. Ideal candidates have a background in financial advisory services and regulatory certifications. This is an opportunity to progress into leadership while helping clients achieve their financial goals in a cautious manner.