• Senior Financial Advisor United Kingdom
  • Cascade Charmante in United Kingdom, , United Kingdom
  • jobs
  • 4 weeks ago

jobs description

Company Description

Cascade Charmante, founded in the scenic town of Warwick in early 2024, is a financial services firm dedicated to providing timeless elegance and unparalleled expertise. With a rich European heritage, our firm embodies sophistication, integrity, and innovation. We offer bespoke solutions to guide individuals, families, and businesses toward their financial aspirations.

Role Description

This is a part-time remote role for a Senior Financial Advisor. The Senior Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advice to individuals and organisations. They will offer financial advisory services and expertise, ensuring clients are equipped to make informed decisions about their finances.

• Expertise in financial planning, finance, and retirement planning
• Strong knowledge of investments and financial advisory
• Excellent analytical and problem-solving skills
• Ability to communicate complex... financial concepts effectively
• Proven track record of building and maintaining client relationships
• Detail-oriented and organized approach to work
• Ability to work independently and remotely
• Experience in the finance industry is a plus
• A Bachelor's degree in Finance, Economics, or STEM is preferred, however not compulsory

Applicants without formal degree qualifications will be considered if they possess relevant work experience
United Kingdom


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