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Job Description
Financial Advisor sought by leading Wealth Management Company to deliver high-quality financial outcomes for clients, leveraging expertise in cashflow modeling and wealth management.
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:
- 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.