Financial Adviser - London

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Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives.

You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:

– provide technical and investment advice on all aspects of client’s requirements and wealth management planning
– create, build and maintain long-term client relationships, through quality of service and advice
– communicate information to clients in a manner appropriate for their level of understanding
– maintain own knowledge of current affairs and the potential impact on client issues
– explain the potential benefits and disadvantages of various products and services recommended to clients
– conduct research and data analysis for both the client and special projects
– keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
– adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
– adopt an open, honest approach and deal with all aspect client affairs with integrity

The successful applicants will:

– have a Level 4 Diploma in Financial Planning
– have a minimum of 2 years’ experience in a Financial Adviser capacity
– have strong understanding of the full range of pensions and wealth management planning solutions
– be highly driven, self-motivated, have high initiative and be a good team player
– be able to research, analyse and interpret a diverse range of highly technical information
– possess excellent communication and negotiation skills
– have excellent literacy, numeracy, and IT skills
– be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
– have an ethical and professional approach to work

Qualification requirements

We expect an individual in this role to hold the following qualifications:

– The minimum level is “level 4” Diploma with the aim of achieving Chartered status

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