Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

Responsibilities

You will provide strategic advice across a variety of financial products and services
You will assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Keep abreast of new industry’s trends and research the market to back up financial consulting
Oversee the course of client’s financial plan(s) and update it, if necessary, to ensure profits
Comply with all industry rules and regulations

Qualifications

Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
5 years+ proven working experience as a financial advisor
Proven working experience as an investment adviser
Strong communication, negotiation and presentation skills
Track record of successful financial guidance in previous roles
Excellent PC knowledge and ability to operate database systems
Very competent in spoken and written business English

Independent Financial Advisor