As a financial advisor, you will be responsible for delivering high-quality, personalized financial planning solutions to clients. You will work closely with senior advisors to gain hands-on experience and develop your skills in financial modeling and client engagement.
Responsibilities
* Manage initial client contact and attend meetings with senior advisors.
* Prepare detailed file notes and action items post-meeting.
* Assist in developing strategies and liaise with external experts to prepare quality financial advice documents.
* Coordinate research, modeling, and calculations to support advice preparation.
* Ensure optimal client outcomes through close collaboration with senior advisors and the Client Services team.
Requirements
* A minimum of 2 years' experience in the financial services industry.
* RG146 qualification or working towards it.
* Excellent communication and time management skills.
* A proactive attitude and problem-solving mindset.
* Advanced proficiency in Microsoft Office suite (Word, Excel, Outlook).
Benefits
* A clear pathway to becoming a qualified financial advisor.
* Dedicated coaching and support from senior advisors.
* A people-first culture designed for growth and development.