Aquila Financial Management Ltd is a prominent independent financial advisory firm based in the West Country, known for its strong associations with reputable accountants and solicitors. With a rich history of delivering high-quality financial advice, the firm specializes in areas such as investment planning, trust management, inheritance tax planning, and retirement options. Aquila Financial Management Ltd is committed to fostering long-term client relationships and helping individuals and businesses achieve their financial goals.
Role Description
This is a full-time, on-site role located in the Greater Exeter Area. The Financial Advisor will be responsible for working closely with clients to assess their financial situations and provide tailored financial planning solutions. Tasks include creating and implementing investment strategies, advising on retirement planning options, identifying opportunities for wealth management, and offering professional guidance on diverse financial matters.
Qualifications
* We are looking for someone with at least 3 years experience in a similar role.
* Candidate needs to be at least Level 4 qualified and working towards Chartered Status
* Strong knowledge of Retirement Planning, Investments, and Wealth Management
* Background in Finance, with an understanding of industry best practices and compliance standards
* Excellent interpersonal, analytical, and communication skills
* Track record of building positive, trust-based client relationships
* Ability to adapt to a fast-paced and client-focused environment
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