Financial advisor

Financial Advisor Position Type: Full-time ndash; Employed Job Summary: Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow an experienced incumbent for a few months and subsequently take over their responsibilities. Responsibilities: 1. Financial Advisory Services: * Provide financial advice and recommendations to clients based on their individual goals, financial situations, and risk tolerance. * Assist in the development and implementation of personalized financial plans, including investment strategies, tax planning, retirement planning, and estate planning. * Conduct financial analysis and research to identify suitable investment opportunities and products. * Regularly review and monitor clients #39; investment portfolios, making adjustments to align with their objectives and market conditions. 2. Client Relationship Management: * Build and maintain strong relationships with clients based on trust, integrity, and professionalism. * Proactively address client inquiries, concerns, and requests, ensuring exceptional service delivery. * Actively engage in networking activities and client prospecting to expand the client base. 3. Compliance and Regulation: * Adhere to industry regulations, compliance policies, and ethical standards. * Maintain proper documentation and records of client interactions, financial plans, and compliance-related activities. * Stay up-to-date with financial industry trends, regulations, and best practices. Qualifications and Skills: * Bachelor #39;s degree in finance, economics, accounting * Advanced Diploma / Chartered or Diploma Qualified and working towards the Advanced Diploma /Chartered * Previous experience in financial planning, investments required, or an experienced paraplanner looking to move into a Financial Advisor role. * Strong knowledge of investment products, financial markets, and financial planning strategies. * Excellent analytical, problem-solving, and decision-making skills. * Effective communication and interpersonal skills to interact with clients and team members. * High level of professionalism, ethics, and integrity. * Ability to work independently and as part of a team, demonstrating flexibility and adaptability