FINANCIAL ADVISER - Clark James Recruitment : Job Details

Clark James Recruitment are working with a highly professional firm of Independent Financial Advisers, due to expansion they are looking to grow the team with an additional Financial Adviser.

Role

• We are seeking a knowledgeable and client-focused Financial Adviser to join our team.
• The Financial Adviser will provide expert guidance to individuals on financial planning, investment strategies, and wealth management.
• The ideal candidate will possess strong interpersonal skills, analytical abilities, and a passion for helping clients achieve their financial goals.
• Client Relationship Management.
• Build and maintain long-term relationships with clients.
• Conduct comprehensive financial assessments to understand clients’ current financial situations, goals, and risk tolerance.
• Financial Planning & Advisory.
• Develop customised financial plans tailored to clients’ needs, including investment strategies, retirement planning, tax optimisation, and estate planning.
• Provide ongoing advice to adjust financial plans in response to changes in clients’ life circumstances or market conditions.
• Investment Management.
• Recommend appropriate investment options aligned with clients’ goals and risk profiles.
• Monitor investment portfolios and provide regular updates to clients on performance.
• Regulatory Compliance
• Ensure all activities comply with legal, ethical, and regulatory standards.
• Maintain accurate records of client interactions and financial plans.
• Market Knowledge & Expertise.
• Stay informed about financial markets, investment products, tax laws, and economic trends.
• Continuously enhance knowledge through professional development and certifications.
• Sales & Business Development.
• Identify and pursue opportunities to expand the client base.
• Promote financial products and services that align with clients’ needs and objectives.

Candidate

• Excellent communication skills.
• Must hold the level 4 diploma for financial advisers.
• Minimum of 3 years working as a competent adviser
• Client-centric approach with a commitment to building trust and delivering value.
• Ability to explain complex financial concepts in a clear and relatable manner.
• A proactive mindset and a results-driven attitude.

Package

• Competitive salary and performance-based incentives.
• Professional development and certification reimbursement.
• Private Medical Insurance.
• Employee loyal rewards.

***This position requires applicants to hold the Level 4 Diploma for Financial Advisers, if your cv does NOT demonstrate this please do not apply as our client are unable to consider applicants without this qualification***