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Financial Advisor
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Financial Advisor - Canary Wharf/Hybrid - Privately Owned - Growing Practice.
Role Description
This is a full-time Financial Advisor role with a hybrid working arrangement. Our client offers either employed or self-employed arrangements.
The Financial Advisor will provide regulated financial advice to individual and corporate clients, conducting detailed assessments of their financial circumstances, goals, and risk profiles.
- Developing and implementing financial plans across investment, retirement, protection, and tax-efficient strategies.
- Reviewing these plans regularly to ensure they remain aligned with client objectives.
- Preparing clear, compliant recommendations.
- Maintaining accurate records.
- Staying up to date with regulatory and market developments.
- Collaborating with internal and external stakeholders.
- Contributing to client acquisition and retention activities.
- Upholding high standards of ethics, client care, and professionalism.
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Our client provides their advisors with approximately 30-40 inbound prospects per month via marketing campaigns alone.
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Qualifications
- Strong skills in Financial Planning and Financial Advisory, with experience creating tailored financial strategies for diverse clients.
- Solid Finance and Investments skills, including knowledge of investment products, portfolio construction, and risk management.
- Expertise in Retirement Planning, with the ability to design long-term retirement income and pension solutions.
- Relevant professional qualifications (e.g., Level 4 Diploma in Regulated Financial Planning or equivalent) and FCA authorization or ability to become authorized are highly beneficial.
- Strong analytical, numerical, and problem-solving skills, with excellent communication, relationship-building, and presentation abilities.
- Proven ability to work in a regulated environment, with high attention to detail, ethical standards, and compliance with UK financial services regulations.
- Experience advising high-net-worth individuals or corporate clients, and familiarity with estate and tax planning, is an advantage.
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