Job Description

Join our dynamic team as a Financial Advisor and Planner, where your expertise will empower clients to achieve their financial goals and secure their future. In this role, you will provide personalized financial guidance, develop comprehensive plans, and foster lasting relationships with clients. Your proactive approach and deep understanding of financial concepts will drive meaningful results and help clients navigate complex financial landscapes with confidence. This is an exciting opportunity to make a tangible impact while advancing your career in the thriving financial services industry.

Assess clients' financial situations by analyzing income, expenses, assets, and liabilities to develop tailored financial plans. Advise clients on investment strategies, asset management, estate planning, and tax optimization to maximize wealth growth and protection. Conduct detailed financial analysis using specialized software to evaluate investment opportunities and risk factors. Stay current on securities law, regulatory requirements, and industry best practices to ensure compliance and ethical standards. Educate clients about financial concepts such as cash management, portfolio management, and retirement planning to enhance their understanding. Develop and present comprehensive proposals for estate planning, wills, trusts, and other legal instruments in collaboration with legal professionals. Maintain strong client relationships through regular reviews, updates on market trends, and proactive communication to meet evolving needs.

Deep knowledge of estate planning, wills, trusts & estate law, and tax experience to craft holistic financial strategies. Strong understanding of securities law, financial analysis techniques, and investment management principles. Proficiency in financial software tools for research, portfolio management, and reporting purposes. Excellent math skills combined with a solid grasp of accounting principles relevant to financial services. Proven ability in sales within the financial sector coupled with customer relationship management expertise. Familiarity with banking operations, cash management solutions, wealth management practices, and corporate accounting standards. Ability to interpret complex financial data accurately while maintaining compliance with regulatory standards. Embark on a rewarding career where your expertise transforms lives! We are committed to supporting your professional growth through ongoing training in areas such as public accounting, technical accounting, asset management, research methodologies, and more. Join us to help clients unlock their financial potential while building a fulfilling career in a vibrant industry!
Job Types: Full-time, Permanent

Pay: 32,002.92-38,750.00 per year

Benefits:

Company pension On-site parking Referral programme
Work Location: In person