Job Description
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 needs Engage new clients and lead them through the financial planning process Identify clients' financial objectives and ensure their strategies are optimized to achieve these goals Create, review, and deliver detailed financial plans Assess clients' existing pensions, investments, and protection plans during onboarding Utilize cashflow modeling to help clients understand their future financial outlook Oversee client communications and build strong, lasting relationships Work closely with clients' professional advisors, including those in tax, legal, and corporate finance sectors Conduct annual client reviews to ensure continued alignment with their goals Attend workshops and actively pursue ongoing professional development Take on additional duties as required Essential Skills & Qualifications: QFA qualification (required); CFP qualification (preferred) Minimum of 5 years' experience in financial planning or wealth management Expertise in applying cashflow modeling to financial planning Strong written and verbal communication abilities A proactive, inquisitive attitude with a passion for continuous learning Meticulous attention to detail Ability to work both independently and collaboratively within a team Confidence to challenge existing practices and suggest innovative approaches Proficient in MS Word, Excel, and Outlook Proven track record of managing client relationships and delivering top-tier service This role is perfect for someone who thrives in a dynamic, client focused environment and is eager to grow their career in financial advisory. At Wallace Myers International Recruitment Agency we specialise in sourcing professionals for key industries and services. See our website for more details. Privacy Policy: By applying for this role you are agreeing that your details will be stored in our database and may be considered for similar future positions. For more info see Skills: Financial Planner Financial Advisor QFA CFP Benefits: DOE Bonus Pension Commission