Holborn Assets LLC
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.
3-5 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
Our Offering
Full in-house training and mentorship
Access to international platforms/providers around the world with competitive remuneration packages available
Fully regulated and licensed on an international level, giving our financial advisors more exposure to clients in other regions/jurisdictions
Full back-office support, including Marketing & I.T.
Educational programs offered, including funding for CISI qualifications (Up to Level 6 Chartered)
We look forward to welcoming you to the Holborn Family!