ABOUT OUR COMPANY:

We are a distinguished financial institution headquartered in the heart of London, renowned for our commitment to delivering exceptional financial services. With over two decades of experience, we specialise in personal and corporate financial planning, offering innovative solutions tailored to meet the unique needs of our clients. Our team of experts leverages cutting-edge technology and deep market insights to help our clients achieve their financial goals, ensuring they receive top-tier guidance and support every step of the way. We pride ourselves on our ethical approach and dedication to client success, making us a trusted partner in the financial industry.

Complete Job Description

JUNIOR FINANCIAL ADVISOR

Seize the chance to become a Junior Financial Advisor at a prominent financial institution dedicated to forging robust financial futures!

ROLE OF JUNIOR FINANCIAL ADVISOR:

Support senior advisors by attending client meetings to collect financial data, evaluate objectives and offer tailored advice.

Create financial assessments including cash flow analyses, retirement scenarios and reviews of investment portfolios.

Investigate investment options and aid in crafting investment strategies that align with client needs and risk tolerance.

Help prepare financial documents and presentations for client consultations.

Handle client queries and provide continuous support to resolve their financial issues and questions.

Keep up-to-date with financial market trends, economic news and regulatory changes affecting client investments.

Work collaboratively with team members to deliver a flawless client service and ensure compliance with regulatory standards.

Engage in educational and professional development programmes to enhance expertise in the financial advisory sector.

CRITICAL REQUIREMENTS FOR JUNIOR FINANCIAL ADVISOR:

Hold a Bachelor's degree in finance, economics, business or a related field.

A keen interest in pursuing a career in finance.

A proactive approach to initiating contact with potential clients.

Mandatory certification in financial planning or a related field, as this role involves dealing directly with the public sector.

BONUSES AND INCENTIVES:

Competitive performance bonuses and a comprehensive incentive programme including annual merit increases.

Opportunities for profit sharing and stock options as part of long-term financial rewards.

Additional bonuses for securing new clients and exceeding financial targets.

Access to a corporate wellness programme that includes gym memberships and health subsidies.