Financial Advisor
SKILLS
FULL DESCRIPTION
Financial Advisor
Canary Wharf, London E14, UK
Job Type
Full Time
About the Role
Your tasks will include:
- Administration
- Financial planning
- Analysis
- Compliance
- Marketing
- Trading
- Getting licensed in the US (Series 65) and the UK (CII Level 4)
Your overarching goal will be to be able to onboard your own clients & managing the relationships independently
Duties & Responsibilities
- Preparing client report and meetings independently
- Assisting senior advisor with administration on client meetings
- Assisting in the preparation of financial plans
- Analyzing positions and portfolios
- Following guidelines and work processes
- Preparing proposals
- Assisting the team with marketing efforts
Skills
- Proactivity & self-starter
- Team player with good sense of communication
- Curiosity
- Eagerness to learn
- Resilience
- Out-of-the-box thinker
- Well organized
Qualification requirements
- Knowledge in MS Office (Excel, Word, PowerPoint)
- Strong writing skills
- Undergraduate degree
- US & UK license preferred but not required
- Financial literacy or interest
Requirements
[Employer hidden — view at passion-project.co.uk] is looking to hire an experienced financial advisor with a focus on expat clientele.
About the Company
Who are we?
[Employer hidden] concentrates on servicing American Expats living in the UK and Europe or Expats living in the United States and offer financial planning including college and estate planning, as well as asset management services through our institutional arm and our robo-advisor DF-Direct.com.
As financial planners we collaborate regularly with accountants, attorneys and other professions that the client works with to put ourselves at the center of our client’s financial journey.
Our headquarters are in Canary Wharf, London but experienced members of the team can work remotely as well.