Financial Advisor

Job description

Charterhouse is working with one of the fastest-growing financial services firms that is looking to hire a Financial Advisor to join their team. The ideal candidate shares the firm’s commitment to carefully guided decision-making for portfolio management and will be responsible for cultivating new relationships while maintaining and managing existing ones.

About the Role

As the Financial Advisor, the main responsibilities will include bringing new clients on board, acting as the point of contact for leads, drafting investment proposals, and managing the pipeline of ongoing cases. The role requires monitoring market performance to develop and deliver sound investment advice and strategies, as well as executing accurate reporting that enables thorough analysis and financial recommendations.

Additionally, this role will oversee marketing initiatives related to respective clients and involve attending networking events to build a potential client base. The Financial Advisor will lead due diligence, coordinate transaction execution, and manage fund closing processes. This includes the finalization and signing of all security documentation for fund releases.

About You

To be considered for this role, the successful candidate must have completed the LIBF Level 4 Diploma for Financial Advisers (DipFA®). The ideal candidate will have at least 2 years of experience in selling financial products, preferably with a background in Litigation Funding/Finance and Loan Notes. The candidate should be Western-educated, well-presented, and professional.