_{14th January, 2025}

The Company:

A financial advisory firm specialising in wealth management and financial planning; providing customised advice to individuals and businesses, focused on long-term financial strategies such as retirement planning, investment management, and estate planning.
 
The Role:

• Generate new business development opportunities, converting prospects into clients in line with targets and KPIs.
• Manage portfolio of existing clients in line with current service levels.
• Meet clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
• Explain to clients the firm's responsibilities and the types of services to be provided.
• Analyse financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
• Recommend to clients, strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
• Manage client portfolios, keeping client plans up to date.
• Review clients’ accounts and plans regularly.
• Involvement with internal committees and ad hoc project work.

• 5+ years in financial services
• 2+ years cash flow planning (desirable)
• QFA (essential), CFP (desirable), Membership of LIA or IOB
• Degree in Finance/Commerce or related discipline
• Up to date CPD in line with qualifications and regulatory requirements
• Strong presentation and communication skills

• Pension contribution
• Life cover and permanent health insurance
• Maternity and Paternity leave benefits
• Flexible working policy
• Membership and exam fees