Financial Advisor

Parallel Wealth Management Ltd; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Lymington is seeking a Financial Advisor to provide financial planning and investment management for clients. The role offers flexible hybrid work, requiring excellent communication and interpersonal skills, alongside a diploma in financial advice. Responsibilities include meeting clients and developing financial strategies to meet their goals.

Qualifications

• Experience in finance and investments is preferable.
• Knowledge in retirement planning is required.

Responsibilities

• Provide comprehensive financial planning and advice.
• Assist clients with retirement planning and investment management.
• Monitor clients' financial portfolios to ensure goals are met.

Skills

Excellent communication skills

Interpersonal skills

Ability to work independently

Ability to work collaboratively

Education

Diploma in Financial Advice

Job description

Parallel Wealth Management manages wealth for individuals, families, and businesses with a team of experts. We provide financial advice and wealth management services, focusing solely on the Group's wealth management products and services. Authorised and regulated by the Financial Conduct Authority, we work alongside you to achieve your financial goals. The value of investments can fluctuate; you may get back less than you invested.

Role Description

This is a full-time hybrid role for a Financial Advisor located in Lymington with acceptable work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning and advice, assisting clients with retirement planning and management of investments. Day-to-day tasks include meeting clients, developing personalised financial strategies, and monitoring clients' financial portfolios to ensure their goals are met.

Qualifications

• Diploma in Financial Advice
• Experience in Finance and Investments
• Knowledge in Retirement Planning
• Excellent communication and interpersonal skills
• Ability to work independently and collaboratively

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

We’re committed to providing an inclusive work environment and encourage applications from qualified individuals regardless of background.