S R A Salary
15 GAVIOTS WAY GERRARDS CROSS SL9 7DU
TIN: 02981845
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Earnings on positions in S R A
S R A is looking for employees for positions:
finance manager
Working hours
- full-time | Permanent
Responsibility
- financial Advisor
- provide financial planning services to clients, including investment advice, retirement planning, and estate planning
- assess clients' financial goals and develop personalized financial strategies to help them achieve their objectives
- conduct thorough financial analysis and research to identify suitable investment opportunities for clients
- monitor and review clients' investment portfolios regularly to ensure alignment with their goals and risk tolerance
- stay up-to-date with market trends, economic developments, and changes in financial regulations to provide informed advice to clients
- build and maintain strong relationships with clients through regular communication and meetings
- collaborate with other professionals, such as tax advisors and attorneys, to provide comprehensive financial solutions for clients
Requirements
- bachelor's degree in finance, economics, or a related field
- certified Financial Planner designation preferred
- proven experience in financial planning or related roles
- strong knowledge of investment products, financial markets, and tax laws
- excellent interpersonal and communication skills
- ability to analyze complex financial information and provide clear recommendations
- detail-oriented with strong organizational skills
- ability to work independently and as part of a team