At a Glance
- Tasks: Provide tailored financial advice and develop strategies for clients' financial goals.
- Company: A growing, privately owned practice in Canary Wharf with a hybrid work model.
- Benefits: Flexible working arrangements, competitive salary, and opportunities for professional growth.
- Other info: Join a dynamic team with a focus on ethics and client care.
- Why this job: Make a real difference in clients' lives while building your career in finance.
- Qualifications: Strong financial planning skills and relevant qualifications are essential.
The predicted salary is between 49500 - 60500 £ per year.
Financial Advisor - Canary Wharf/Hybrid - Privately Owned - Growing Practice.
Role Description
This is a full-time Financial Advisor role with a hybrid working arrangement, our client are able to offer either employed or self employed arrangements.
The Financial Advisor will provide regulated financial advice to individual and corporate clients, conducting detailed assessments of their financial circumstances, goals, and risk profiles.
Day-to-day responsibilities include developing and implementing financial plans across investment, retirement, protection, and tax-efficient strategies, and reviewing these plans regularly to ensure they remain aligned with client objectives.
The role involves preparing clear, compliant recommendations, maintaining accurate records, and staying up to date with regulatory and market developments.
The Financial Advisor will collaborate with internal and external stakeholders, contribute to client acquisition and retention activities, and uphold high standards of ethics, client care, and professionalism.
Our client are able to provide their advisors circa 30-40 inbound prospects per month via the marketing campaigns alone.
Qualifications
- Candidates should possess strong skills in Financial Planning and Financial Advisory, with experience creating tailored financial strategies for diverse clients.
- Candidates should possess solid Finance and Investments skills, including knowledge of investment products, portfolio construction, and risk management.
- Candidates should possess expertise in Retirement Planning, with the ability to design long-term retirement income and pension solutions.
- Relevant professional qualifications (e. g., Level 4 Diploma in Regulated Financial Planning or equivalent) and FCA authorization or ability to become authorized are highly beneficial.
- Strong analytical, numerical, and problem-solving skills, with excellent communication, relationship-building, and presentation abilities.
- Proven ability to work in a regulated environment, with high attention to detail, ethical standards, and compliance with UK financial services regulations.
- Experience advising high-net-worth individuals or corporate clients, and familiarity with estate and tax planning, is an advantage.
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Financial Advisor employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.
