We are seeking a skilled professional to join our team as an Investment Advisor. This is an exciting opportunity to work with top teams and build a successful career in wealth management.
Job Description
We are looking for a talented individual to train and support in delivering exceptional investment advisory services to our clients. You will be responsible for building strong relationships with clients, understanding their financial needs, and providing personalized solutions using a range of financial products and services.
You will use a consultative approach to identify the client's goals, risk tolerance, and current financial situation, and tailor a strategy that meets their unique needs. Our goal is to provide a trusting advisory service that meets the complex needs of our clients.
Key Activities:
1. Build and develop a portfolio of wealth management clients
2. Manage and support clients, building strong relationships and maintaining continued communication
3. Continuously gather information to assess potential impacts and identify possible risks and opportunities for the client
4. Advise on a full range of products and services that can be offered, including UK pension transfers, QROPS advice, Australian superannuation rollover, lump-sum investments, fixed-income products, global funds, regular savings plans, portfolio bonds, and international pension planning
Required Skills and Qualifications:
* Graduate Diploma or Degree equivalent in Financial Planning
* Strong sales acumen and experience working with clients face-to-face
* Service-focused with strong numerical and analytical skills and close attention to detail
* Previous experience in managing high net worth clients is desirable but not essential
* Understanding of lump-sum investments, offshore investments, fintech, bonds, or pension products is highly advantageous
Benefits:
* Multitude of career opportunities and progression
* Opportunity to transfer to different locations
* Competitive commission bonus based on a transparent structure
* Individual and team training that supports your development
* Industry-leading administration & full compliance structures
* Best-in-the-business technical department
* IT & CRM systems that match & lead the evolving industry
About the Role:
This is a full-time position that requires a seniority level of Associate. The role involves sales, consulting, and business development in the financial services industry.