• Advertising SalarySalary Details:
    £40,000
  • Function:
    Openwork Network
  • The opportunity


  • Seeking a Financial Adviser to join the team at Fiducia. The successful candidate will provide advice and ensure clients receive comprehensive financial planning solutions.
     
    Key Responsibilities
    • Develop and manage client investment portfolios, ensuring alignment with financial goals and risk tolerance.
    • Conduct in-depth financial analysis, market research, and asset allocation strategies.
    • Deliver personalised investment advice while considering tax efficiency and long-term wealth preservation.
    • Maintain up-to-date knowledge of financial markets, regulatory requirements, and investment products.
    • Build and maintain strong client relationships, offering regular reviews and performance updates.
    • Ensure all financial planning and investment activities comply with regulatory guidelines (FCA).
    • Collaborate with internal teams to enhance client service and business development initiatives.
  • What will you need to succeed?

    • Level 4 Diploma in Financial Planning (CII) or equivalent; Chartered status (or working towards) is desirable.
    • Proven experience in investment advisory, wealth management, financial planning or paraplanning (12 months minimum experience).
    • Strong knowledge of financial markets, investment strategies, and risk management.
    • Excellent communication, interpersonal, and client relationship management skills.
    • Ability to analyse complex financial information and provide clear, strategic advice.
    • Strong ethical and professional standards in line with FCA regulations.
  • Why us?

  • Fiducia Comprehensive Financial Planning Ltd is part of the Fiducia Group of companies, a trusted wealth management firm dedicated to providing high-quality, client-focused financial advice. 
     
    As an appointed representative of The Openwork Partnership, we specialise in investment planning, wealth preservation, and financial growth strategies to help our clients achieve their long-term financial goals.

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