Job Overview

​Here is your opportunity to become a part of one of the fastest growing financial centres in the UK. Our organisation is looking for an established and experienced Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to apply today.

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responsibilities and duties

• Provide financial planning support to clients

• Support investment professionals to cultivate client relationships

• Prepare financial plans and check their accuracy

• Respond to prospective customer queries about financial planning

• Assist in the development plans for the company

• Offer subject matter expertise to fellow Financial Advisors

• Maintain awareness of latest legislative changes that may affect financial planning

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knowledge and experience

• 5+ years’ industry experience as a Financial Advisor

• Experience managing assets under management (AUM) of £10+ million

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required / preferred skills​​​

• Possess strong knowledge of the investment business and strong understanding of financial planning concepts

• Experience with financial planning software

• Excellent computer, interpersonal and communication skills

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qualifications

• ​CFP licence

• Bachelor’s Degree in Finance or related field

 

what it's like to work at island

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