Independent Financial Advisor – Mauritius

Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

Responsibilities

  • You will provide strategic advice across a variety of financial products and services
  • You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Keep abreast of new industry’s trends and research the market to back up financial consulting
  • Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations

Qualifications

  • Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
  • 3 years+ proven working experience as a financial advisor working on a commission only basis.
  • Proven working experience as an investment adviser
  • Strong communication, negotiation and presentation skills
  • Track record of successful financial guidance in previous roles
  • Excellent PC knowledge and ability to operate database systems
  • Very competent in spoken and written business English

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