Financial Advisor
3 days ago
**Job Title**: Financial Advisor
**Location**: Remote
**Working Hours**: UK Business Hours
**Note**: We are looking for experienced professionals with prior experience working for UK companies and handling UK clients.
**Job Purpose**:
The Financial Advisor will be responsible for providing expert financial guidance, developing tailored financial plans, and managing client portfolios. The role requires a strong understanding of UK financial regulations, investment strategies, and risk management.
**Key Responsibilities**:
- Provide financial advice and recommendations to clients based on their goals and risk appetite.
- Develop and implement financial plans, including investment, retirement, tax, and estate planning.
- Conduct market research and stay updated on UK financial regulations and industry trends.
- Assess clients' financial status and create customized strategies for wealth growth and risk mitigation.
- Manage client relationships, ensuring transparency, trust, and long-term engagement.
- Assist clients with tax planning, insurance needs, and pension schemes in compliance with UK financial laws.
- Monitor financial markets and recommend adjustments to clients’ portfolios as needed.
- Prepare detailed financial reports, projections, and investment strategies.
- Collaborate with internal teams to enhance service offerings and client experience.
- Ensure compliance with UK financial regulations and company policies.
**Key Requirements**:
- Bachelor's degree in Finance, Accounting, Economics, or a related field (a relevant professional certification such as CFA, CFP, or ACCA is preferred).
- Proven experience as a Financial Advisor, Financial Consultant, or similar role with a strong understanding of UK financial markets.
- In-depth knowledge of investment strategies, pension schemes, tax planning, and wealth management.
- Familiarity with UK financial regulations and compliance requirements.
- Strong analytical and problem-solving abilities to develop effective financial strategies.
- Ability to work independently in a remote environment while meeting deadlines and performance targets.
- Proficiency in financial software and CRM tools to manage client data and portfolios.
- Strong attention to detail and ability to interpret financial data effectively.
Pay: From ₹90,000.00 per month
Schedule:
- UK shift
Application Question(s):
- Please mention the UK firm where you have experience working as a Financial Advisor
**Experience**:
- total: 5 years (required)
Work Location: Remote
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