Company Description
Emerald Associates offer expert financial advice to individuals and businesses across North East England and Scotland. Established in 2007, our mission is to provide tailored financial solutions that meet the unique needs of each client. We focus on investment planning, inheritance tax planning, retirement planning, and protection planning. We prioritise building relationships by listening and understanding our clients' diverse experiences and aspirations.
Role Description
This is a full-time role located in Penrith for a Financial Adviser. The Financial Adviser will be responsible for providing financial planning, investment advice, retirement planning, and financial advisory services to clients. Daily tasks include conducting client consultations, creating tailored financial plans, managing investment portfolios, and advising on tax and protection planning strategies. The role requires a high degree of professionalism, attention to detail, and ongoing communication with clients to ensure their financial goals are met.
Qualifications
* Expertise in Financial Planning and Financial Advisory
* Strong knowledge of Investments and Finance
* Proficiency in Retirement Planning
* Excellent interpersonal and communication skills
* Ability to build and maintain client relationships
* Professional certifications such as CFA, CFP, or equivalent are beneficial
* Bachelor's degree in Finance, Economics, Business, or related field
* Experience in the financial services industry is preferred
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