Qualified Financial Advisor
Skills
Analytical SkillsClient RelationsEconomicsFinanceFinancial PlanningFinancial SalesInvestment Sales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- A degree or equivalent experience preferably within a business finance economics or management-based subject
- Service focused with strong numerical and analytical skills with close attention to detail
- UK level 4 advisory qualified or aspire to achieve this
- Previous experience in managing high net worth clients is desirable but not essential
- An understanding of lump sum investments offshore investments fintech bonds or pension products is highly advantageous
- A trustworthy financially sound professional team player that has an instinct to deliver top quality service
- Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments
- A proven sales track record would be advantageous but not essential
- Have ambition hunger for success and be driven by targets
Nice to have
- Analytical Skills
- Client Relations
- Financial Planning
- Investments
- Pension Funds
- Service Quality
Day to day
- Build and develop a bank of wealth management clients B2C only
- Manage and support a portfolio of clients building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach
- Build continuous AUM assets under management by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings
- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients
- Deliver needs-based solutions through effective communication and influencing
- Continuously gather information to assess potential impacts and identify possible risks and opportunities for the client
- Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs
- Advise on a full range of products and services including Lump Sum Investments Fixed-Income Products Global Funds Regular Savings Plans Portfolio Bonds International Pension Planning Fintech