My Client, a leading Wealth Management Company, is currently looking for a Financial Advisor to join their dynamic team. This is an excellent opportunity for ambitious professionals who are passionate about delivering high-quality financial outcomes for clients. In this role, you'll have the opportunity to take control of your career while playing a key role in the future success of the firm.
Key Responsibilities: Provide personalized wealth management advice tailored to clients' specific needsEngage new clients and lead them through the financial planning processIdentify clients' financial objectives and ensure their strategies are optimized to achieve these goalsCreate, review, and deliver detailed financial plansAssess clients' existing pensions, investments, and protection plans during onboardingUtilize cashflow modeling to help clients understand their future financial outlookOversee client communications and build strong, lasting relationshipsWork closely with clients' professional advisors, including those in tax, legal, and corporate finance sectorsConduct annual client reviews to ensure continued alignment with their goalsAttend workshops and actively pursue ongoing professional developmentTake on additional duties as requiredEssential Skills & Qualifications: Minimum of 3 years' experience in financial planning or wealth managementExpertise in applying cashflow modeling to financial planningStrong written and verbal communication abilitiesA proactive, inquisitive attitude with a passion for continuous learningMeticulous attention to detailAbility to work both independently and collaboratively within a teamConfidence to challenge existing practices and suggest innovative approachesProficient in MS Word, Excel, and OutlookProven track record of managing client relationships and delivering top-tier serviceThis role is perfect for someone who thrives in a dynamic, client-focused environment and is eager to grow their career in financial advisory.
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