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.
- 5 years+ proven working experience as a financial advisor
- 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