Financial Advisor

We are seeking a dedicated Financial Advisor to join our team. The ideal candidate will provide financial guidance to clients, assisting them in making informed decisions about their money and financial future.

Duties

• Assess clients’ financial needs by gathering detailed information on their income, expenses, assets, and liabilities
• Develop comprehensive financial plans that include investment strategies, retirement planning, tax optimisation, life insurance, mortgages and risk management
• Educate clients on various financial products and services to help them make informed decisions
• Monitor market trends and adjust financial plans proactively to maximise client benefits
• Maintain regular contact with clients to review progress, update strategies, and ensure satisfaction
• Stay current with industry regulations, compliance standards, and new financial tools or products
• Document all client interactions thoroughly to ensure transparency and adherence to regulatory requirements

Requirements

• Proven experience in financial services or related fields with a strong understanding of financial planning principles
• Excellent communication skills with the ability to explain complex concepts clearly and confidently
• Strong analytical skills to evaluate clients’ financial data and develop effective strategies
• Knowledge of investment options, insurance products, retirement accounts, and tax laws
• Ability to build trusting relationships through active listening and personalized service
• Certification such as R01-R06 preferred
• A proactive attitude with enthusiasm for helping clients achieve their financial aspirations

If you are passionate about helping individuals achieve their financial goals we encourage you to apply for this rewarding opportunity.

Pay: £28,000.00-£40,000.00 per year

Benefits:

• Company pension
• Free parking
• On-site parking
• Work from home

Work Location: Hybrid remote in North West Leicestershire LE67 3AY