Remote Independent Financial Advisor Job in UK CompuGain

Who you are

• Extensive experience in financial advisory with a proven track record of managing a client book of at least £10M
• Demonstrated experience in handling international clients
• Strong understanding of financial products markets and regulatory requirements
• Excellent communication and interpersonal skills with the ability to build trust and rapport with clients
• Highly motivated self-starter with the ability to work independently and as part of a team

Desirables

• Remote Work Experience
• Advanced Financial Certifications
• Multilingual

What the job involves

• Provide expert financial advice to clients focusing on investment retirement planning tax strategies and wealth management
• Build and maintain strong relationships with clients ensuring a high level of client satisfaction and retention
• Conduct regular reviews and updates of clients financial plans to ensure they are on track to meet their goals
• Stay updated with financial regulations and market trends to provide accurate and timely advice
• Collaborate with a team of professionals to deliver exceptional service and support to clients

Application process

• Submit your resume and a cover letter detailing your experience client base and why you are interested in joining our firm
• Onboarding of 5+ advisors each month across target locations