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Job Title: Financial Advisor
Location: Dundee, Scotland
About the Company:
A leading financial services company based in Dundee, providing comprehensive wealth management solutions to a diverse clientele, including individuals, families, and businesses. With a strong commitment to personalised service and expert financial advice, this business aims to help clients achieve their financial goals and secure their financial future.
Job Description:
Currently seeking a highly motivated and experienced Financial Advisor to join the team. As a Financial Advisor, you will be responsible for providing exceptional financial planning and investment advice to an existing portfolio of valued clients. You will have the opportunity to work with a wide range of clients, develop long-term relationships, and help them navigate the complexities of financial management, as well as obtain new business.
Responsibilities:
- Conduct comprehensive financial assessments for clients and develop customised financial plans tailored to their individual needs and goals
- Provide expert advice on investment strategies, retirement planning, tax planning, estate planning, and risk management
- Analyse and evaluate market trends, economic indicators, and various financial products to identify suitable investment opportunities
- Regularly review and monitor client portfolios to ensure alignment with their objectives and make necessary adjustments as required
- Stay up-to-date with industry regulations, market trends, and changes in financial legislation to ensure compliance and provide accurate advice
- Build and maintain strong relationships with existing clients, while actively seeking opportunities to expand the client base through referrals and networking
- Collaborate with other team members, including financial professionals and support staff, to deliver comprehensive wealth management solutions
Requirements:
- Minimum of 1 year of experience as a Financial Advisor, preferably in a wealth management or financial planning firm
- Demonstrated expertise in financial planning, investment strategies, and risk management
- Strong knowledge of financial products, including stocks, bonds, mutual funds, and insurance policies
- Excellent communication and interpersonal skills to effectively engage and build rapport with clients
- Proven ability to analyse complex financial information and provide clear and concise recommendations
- Ability to adapt to changing market conditions and regulatory requirements
- Professional certifications such as Level 4 in Financial Advice, or equivalent, is essential
- Bachelor's degree in finance, economics, or a related field is preferred
Why Join This Business:
- Opportunity to work with a highly respected and established wealth management firm
- Collaborative and supportive team environment, with fantastic social events
- Competitive salary and bonus structure based on performance
- Access to a wide range of resources and tools to support your clients
- Ongoing professional development and training opportunities
- Excellent career growth potential and earning potential within the company
How to Apply:
If you are a motivated Financial Advisor with a passion for helping clients achieve their financial goals, we would love to hear from you. Please submit your CV and a cover letter describing your relevant experience and why you are interested in this position.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age