MPA Recruitment is working in partnership with a growing Investment Advisory business based in the North West to source a Financial Advisor to join their team. This is an exciting role for the right individual to work with a client base of medium and high net worth individuals across the zhunmum.com.
Your core responsibilities will be to provide strategic advice across a variety of investment products and services; to assess a client’s overall investment situation and understand their needs; and to develop a solid investment plan to meet client objectives.
You will maintain and build on client relationships whilst keeping abreast of new industry’s trends and fund research. You will comply with and follow strict financial industry rules; meet the regulatory obligations of the role; and maintain competency in all stages of the advisory process, operating within FCA rules and guidelines.
You will be well supported by the current administration and analysis teams, allowing you focus on your core role with clients. You should be a strong and professional communicator, liaising with internal and external stakeholders to facilitate excellent working relationships.
You should have at least 3 years’ industry experience as a Financial Advisor as well as holding a Level 4 Diploma in Financial Planning and Statement of Professional Standing (SPS). You should have the ability to analyse investment and client information and provide appropriate data-based advice. Accuracy, attention to detail and the ability to explain complex information clearly and simply is essential in this role.
This is a full-time employed position with the flexibility to work remotely. You will receive an attractive package reflective of your experience and achievements in the role..
I am keen to have an initial discussion with anyone who feels this could potentially be of interest. Please contact Mark Canning at MPA Recruitment on +44 (0)28 7136 0070 or send an up to date CV via the link provided to speak further about this opportunity.
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