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4Life Wealth Management was founded to offer first-class financial advice to a broad audience, catering to both present and future needs. Our elite team of financial advisers ranges from young trainees to highly experienced professionals, supported by a well-trained administrative office. We collaborate with clients' existing advisers and other specialists to provide comprehensive wealth management solutions. Our goal is to help clients make informed decisions and maintain beneficial relationships over the long term. 4Life Wealth Management is an Appointed Representative of St. James's Place Wealth Management plc, which is regulated by the Financial Conduct Authority.
Role Description
This is a full-time role for a Financial Advisor located in Harrogate but based from home. The Financial Advisor will be responsible for providing tailored financial advice, including financial planning, retirement planning, and investment strategies. Day-to-day tasks will involve meeting with clients, assessing their financial needs, developing personalized financial plans, and monitoring the performance of financial portfolios. The advisor will also liaise with clients' existing professional advisers and other specialists as needed.
Qualifications
* Skills in Financial Planning, Retirement Planning, and Financial Advisory
* Knowledge of Finance and Investments
* Excellent analytical and problem-solving skills
* Strong communication and interpersonal skills
* Ability to work independently and collaboratively
* Experience within the wealth management industry is beneficial
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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