Senior Investment Advisor

About the Role

Our FPM Risk and Wealth Management team is currently searching for a driven and strategic Senior Investment Advisor ready to advance their career in a leading financial services practice. Initially focused on developing and advising clients on our suite of investment products, this individual will be groomed for progression to Key Individual status on our FSCA licence, with the potential future prospect of  guiding and leading the advisory team.

Key Responsibilities / Requirements

• Identify, engage, and support new and existing clients with tailored investment solutions. Deep knowledge of retirement products, estate planning and investment vehicles is essential. Knowledge of the long term insurance product world is necessary as this forms part of an overall and comprehensive financial plan.
• Confident professional ability to conduct comprehensive financial needs analyses to recommend holistic financial plans tailored to a ran...