Earnings on positions in ABSOLUTE FINANCIAL MANAGEMENT
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ABSOLUTE FINANCIAL MANAGEMENT is looking for employees for positions:
independent financial adviser
independent financial adviser
sales support administrator
sales support administrator
Working hours
full-time
Responsibility
with over two decades of providing expert financial advice, we are the trusted choice for individuals and business alike
understand their current financial situation and develop customised financial plans tailored to their specific needs and objectives
help clients make well-informed decisions with their portfolios
we aim to provide a superior level of service by utilising a dedicated team of experts that aim for lasting success and strong partnerships
monitor market trends, economic indicators, and changes in investment strategies to make necessary adjustments and maximise returns within risk parameters
provide Personalised Financial Advice: Meet with clients to assess their financial goals, investment preferences, and risk tolerance
continuously expand your knowledge and expertise to provide up-to-date and accurate advice
monitor and Review Client Portfolios: Regularly review client portfolios to ensure they remain aligned with their financial goals
Education
GCSE or equivalent
Requirements
relevant industry approved certifications such as Level 4 Diploma or Chartered Adviser status
in-depth knowledge of financial planning principles, investment strategies, asset allocation, retirement planning, and tax considerations
experience with Intelligent Office
strong analytical skills with the ability to assess complex financial data, identify trends, and recommend suitable investment options
proactive mindset with strong problem-solving abilities. Ability to adapt to changing market conditions and recommend appropriate strategies accordingly
professional demeanor, integrity, and a strong work ethic. Ability to maintain confidentiality and handle sensitive financial information
proven experience as a Financial Adviser, Financial Planner, or similar role, demonstrating a successful track record in providing financial advice and managing client portfolios
excellent interpersonal and communication skills, with the ability to build trust and establish rapport with clients. Ability to explain financial concepts clearly to clients with varying levels of financial literacy
Earnings on positions in ABSOLUTE FINANCIAL MANAGEMENT