Company Description
Austyn Smith Associates Limited is an award-winning financial planning and wealth management firm based in Beaconsfield. Specializing in a cautious approach to money management, we offer independent wealth management and financial planning advice to families, entrepreneurs, and retirees. Our 'Cautious Blend' approach allows clients to diversify assets, reduce risk, and protect their investments. With a focus on bespoke services and strategic choices, we work closely with clients to navigate financial transitions and protect accumulated assets for income generation.
Role Description
This is a full-time on-site role for a Financial Advisor at Austyn Smith Associates Limited in Beaconsfield. The Financial Advisor will be responsible for offering independent financial planning services, retirement planning guidance, investment advice, and financial advisory services to clients. The role involves developing personalized financial strategies, assessing risk tolerance, and helping clients make informed decisions to achieve their financial goals.
Qualifications
* Financial Planning and Financial Advisory skills
* Finance and Investments expertise
* Retirement Planning knowledge
* Excellent analytical and problem-solving abilities
* Strong communication and interpersonal skills
* Detail-oriented and organized approach to work
* Relevant industry certifications (e.g., CFP, CFA) preferred
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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