Based in Lincolnshire
OTE £60,000 year one.
Accomplish Today are searching for a qualified financial advisor to join us in providing a balanced combination of professional investment management and personalized financial planning. The ideal candidate shares our commitment to carefully guided decision-making for portfolio management, estate planning, tax minimization, risk management, budgeting, generational wealth education, charitable giving, socially responsible investing, asset purchases, and sales. As a member of our advisory team, the financial advisor will work with like-minded professionals and continually focus on sharpening the skills and knowledge that put us at the top of our industry.
Objectives of this role
Be an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth
Take primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirements
Monitor market performance to develop and deliver sound investment advice and strategies
Execute accurate reporting that enables sound analysis and financial recommendations
Comply with national and local financial regulations by studying existing and proposed legislation
Continue professional development with classes, workshops, webinars, publications, networks, and associations in order to remain up to date with the fundamentals of financial planning, risk management, and investment management
Responsibilities
Utilise the firm’s client-centered wealth management philosophy to guide advisory services for individual clients
Meet with clients to form a financial plan, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
Analyze market performance, investments, and client data to develop strategies for meeting financial goals
Collaborate with other tax, legal, and insurance professionals to develop a client’s entire financial roadmap and ensure progress in achieving goals
Review client accounts regularly to determine if adjustments are needed because of personal or financial changes
Interpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly
Required skills and qualifications
Current certificate of qualifications, which may include FCA, CII, DipFA, CISI, and FINRA Series 7
Knowledge of the securities, insurance, and mutual fund industries
Personal integrity and an ability to maintain the confidentiality of company and client information
Benefits
Admin and Paraplanning support provided
Leads provided
Inhouse compliance support
Milage and parking paid
Competitive base salary plus 25% bonus plus £3,600 Tax Free EOT Bonus
Electric Car Scheme available
Full clean driving licence and own car required
Comments