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  • jobs
  • 1 month ago

jobs description

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
Mauritius

salary-criteria

Apply - Independent Financial Advisor – Mauritius