Financial Advisor

Parallel Wealth Management Ltd; Ipswich; On-site; GBP 30,000 - 50,000; Full time

Job summary

A financial services firm in Ipswich is seeking a Financial Advisor to assist with financial planning and provide tailored advisory services. The ideal candidate will have skills in financial planning, retirement planning, and investments, along with strong analytical and communication abilities. This role is full-time and requires a Level 4 qualification in regulated financial advice.

Qualifications

• Skills in Financial Planning, Finance, and Financial Advisory.
• Knowledge in Retirement Planning and Investments.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Level 4 qualification in regulated financial advice.

Responsibilities

• Assist in financial planning and provide advisory services.
• Contribute to retirement planning and advise on investments.
• Analyze client financial information to develop tailored plans.
• Offer strategic advice to help clients meet financial objectives.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Investments

Analytical skills

Communication skills

Interpersonal skills

Education

Level 4 qualification in regulated financial advice

Job description

Parallel Wealth Management Ltd manages wealth for individuals, families, and businesses through a team of experts providing financial advice and wealth management services. As an Appointed Representative of St. James's Place Wealth Management Plc, which is authorised and regulated by the Financial Conduct Authority, we advise solely on the Group's wealth management products and services. We prioritise client relationships and strive to work alongside clients to achieve their financial goals.

Overview

This is a full-time role for a Financial Advisor located in Ipswich. The Financial Advisor will be responsible for assisting in financial planning, providing financial advisory services, contributing to retirement planning, and advising on investments. Day-to-day tasks will include analyzing client financial information, developing tailored financial plans, and offering strategic advice to help clients meet their financial objectives.

Role Description

Role Description – Full-time Financial Advisor based in Ipswich. Responsibilities include assisting in financial planning, providing financial advisory services, contributing to retirement planning, and advising on investments. Analyze client financial information, develop tailored financial plans, and offer strategic advice to help clients meet financial objectives.

Responsibilities

• Assist in financial planning and deliver financial advisory services.
• Contribute to retirement planning and investment advice.
• Analyze client financial information and develop tailored financial plans.
• Provide strategic recommendations to help clients achieve their financial objectives.

Qualifications

• Skills in Financial Planning, Finance, and Financial Advisory
• Knowledge in Retirement Planning and Investments
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Level 4 qualification in regulated financial advice

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales