TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title:Employed Financial Adviser
Location:Hadleigh, Southend
Salary:£36,000 £45,000 (depending on experience and qualifications)
Benefits:
- Pension Contribution
- Death in service
- 25 days holiday plus bank holidays
- Monday - Friday, 9:00 AM 5:00 PM
- On-site parking
- Client Bank
About the Company:
With over 20 years of delivering expert financial advice, our client has earned the trust of individuals and businesses alike. Their mission is to provide an exceptional level of service by leveraging a dedicated team of specialists who focus on long-term success and meaningful partnerships.
Our client is seeking an experienced and skilled Financial Adviser to join their team. In this role, you will provide comprehensive financial planning and advisory services to a diverse range of clients. You will guide individuals and businesses in making informed financial decisions, managing assets, and reaching their financial goals.
As a Financial Adviser, you will analyse financial data, assess risks, create tailored financial plans, and provide strategic investment advice. The ideal candidate should possess a strong understanding of financial markets, superb analytical abilities, and excellent interpersonal skills.
Key Responsibilities:
- Provide Personalised Financial Advice:Meet with clients to understand their financial goals, risk tolerance, and current situation, and develop custom financial plans that align with their objectives.
- Conduct Comprehensive Financial Analysis:Gather and analyse financial data such as income, assets, investments, and debts to assess clients' financial health, identifying areas for improvement and opportunities.
- Offer Investment Recommendations:Work with our research and paraplanning team to provide informed investment recommendations based on market insights, products, and asset allocation strategies.
- Monitor and Review Client Portfolios:Regularly review client portfolios to ensure alignment with financial goals, and make adjustments based on market conditions and trends.
- Provide Retirement Planning Guidance:Help clients plan for retirement by evaluating their goals, estimating future income needs, and recommending suitable savings and investment strategies.
- Educate Clients:Simplify complex financial concepts and investment options, helping clients develop financial literacy and make informed decisions.
- Stay Updated on Financial Regulations:Keep informed of relevant regulations, tax laws, market trends, and industry developments to provide accurate, up-to-date advice.
- Build and Maintain Client Relationships:Establish trust-based, long-term relationships with clients by maintaining consistent communication and adapting financial plans to meet changing needs.
Requirements:
- Relevant industry certifications, such as Level 4 Diploma or Chartered Adviser status
- Proven experience as a Financial Adviser or Financial Planner with a successful track record in managing client portfolios
- Deep knowledge of financial planning, investment strategies, asset allocation, retirement planning, and tax considerations
- Strong analytical skills to evaluate complex financial data and recommend appropriate investment options
- Excellent communication and interpersonal skills, with the ability to build trust and explain financial concepts clearly to clients of varying financial literacy
- High ethical standards and a commitment to acting in the best interests of clients, with familiarity with regulatory and compliance requirements
- Proactive, solution-focused mindset with strong problem-solving abilities
- Professionalism, integrity, and a strong work ethic, with the ability to maintain confidentiality and handle sensitive financial information
How to Apply:
Apply today to be considered for this opportunity. If shortlisted, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. During this discussion, we will also explore your specific skills and motivations and may suggest other suitable opportunities based on your experience and preferences.
JBRP1_UKTJ
