My Client, a leading Wealth Management Company is currently looking for a Financial Advisor to join their dynamic team. This is an excellent opportunity for ambitious professionals who are passionate about delivering high-quality financial outcomes for clients. In this role, you'll have the opportunity to take control of your career while playing a key role in the future success of the firm.

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:

• QFA qualification (required); CFP qualification (preferred)
• Minimum of 3 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.

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