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Job Location | Barford, Warwick |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Resolute Recruitment are recruiting for a financial advisor for a Wealth Management Firm based in Warwick.Salary: £55,000 - £65,000 Per year.Hours of work: 08:00 - 16:00.Role And ResponsibilitiesAs a Financial Advisor, you will play a pivotal role in providing expert financial guidance and assisting clients in achieving their financial goals. You will be responsible for a range of key tasks that contribute to the success of our clients and the growthof our firm. Your ability to analyse financial situations, offer tailored recommendations, and maintain strong client relationships will be essential in fulfilling your role effectively.Client Consultation And Financial Analysis• Conduct comprehensive consultations with clients to understand their financial goals, aspirations, and risk tolerance.• Perform in-depth financial analyses, taking into consideration clients current financial positions, future objectives, and potential challenges.• Develop personalised financial plans that align with clients individual needs and long-term objectives.Financial Product Recommendations• Utilize your deep understanding of financial products, investment opportunities, and risk management strategies to provide well-informed recommendations.• Present clients with a range of suitable financial products, explaining the benefits and risks associated with each option.• Assist clients in making informed decisions about investments, insurance, retirement plans, and other financial matters.Client Relationship Management• Build and maintain strong, trusting relationships with clients through regular communication, reviews, and updates.• Address clients questions, concerns, and inquiries promptly and professionally.• Monitor and adjust financial plans based on changes in clients circumstances, market conditions, and life events.Industry Knowledge And Compliance• Stay up-to-date with the latest financial industry trends, regulations, and best practices.• Ensure that all financial advice and recommendations adhere to legal and regulatory standards.Documentation And Reporting• Maintain accurate and detailed records of client interactions, recommendations, and progress.• Prepare comprehensive financial reports and documentation to present to clients.Qualifications And Experience• Possess at least a Level 4 qualification diploma in financial planning or a related field.• Demonstrate a proven track record of experience in a financial advisory role.• Showcase a deep understanding of financial products, investment strategies, and market dynamics.Key Skills• Exceptional interpersonal and communication skills, both written and verbal.• Strong analytical abilities and attention to detail.• Proficiency in explaining complex financial concepts in a clear and accessible manner.• Effective problem-solving and decision-making skills.• Demonstrated ability to work independently and collaboratively as part of a team.Application ProcessTo be considered for the Financial Advisor role, please submit your up-to-date CV accompanied by a detailed cover letter highlighting your relevant qualifications and experience. Selected candidates will be contacted for interview schedulingBENEFITS• High Performers Holidays (Past trips have included Prague, Dubai, Las Vegas and St Lucia)• Opportunities for career progression within the company.• ALL Back-office Support & administration provided• Freedom to manage an open book of funds• Regular staff social events & team-building exercises.Resolute Recruitment is acting as an employment business in regards to this vacancy. Keywords:financial, advisor, financials, offering, paraplanner, administration, admin, advice, pensions, pension, invest, investing, investments, business, national, nation, work, job, jobs, employment, warwickshire, leicestershire, nottinghamshire, derbyshire, westmidlands, work from home, offering, level 4, level 4 diploma, diploma, warwick, warwickshire, coventry, banbury, perm, permanent, advice, leamington spa, spa,