Savings UK Ltd

We’re looking for Financial Advisor to join our Investment’s  Management team.

At Savings UK Ltd, we’re taking a stand for all investors! You can help us advance this mission by joining Savings UK Ltd as we strive to redefine the advice industry. When you join Savings UK Ltd, you’ll help steer the financial futures of our clients. Make it count!

Position Description:

As a Senior Financial Advisor, you’re tasked with looking out for our client’s best interests. Your curiosity and real passion for helping people can flourish, in this role, where you will work with clients and help guide their success. Here, you’ll discover an abundance of opportunities in a culture that values partnership and collaboration

In this role, you will:

• Gain a deep understanding of our clients’ unique needs and aspirations to confidently advise them on their financial goals
• Craft investment solutions based on Savings UK Ltd’s philosophy: taking a stand for investors
• Build and deepen your knowledge and skills by maintaining a strong portfolio and an in-depth understanding of financial markets
• Develop your craft of planning
• Be an active part of a collaborative team
• Build relationships with senior management
• Put investors on a path to a successful financial future

Qualification and Experience:

• Masters required in finance, accounting, economics or other relevant major.
• Minimum five (5) year prior experience in commercial banking or loan servicing. Concentration in investments and/or multifamily assets is preferred.
• Client Relationship Management mastery
• Outstanding investment expertise and knowledge of broader planning topics
• Strong analytical skills, as well as knowledge of commercial banking operations.
• Prior experience with Excel and MS Office required along with cash flow modeling / forecasting and familiarity with Investment Funds.
• Team player, organized, and strong written and verbal communication skills.
• Self-motivated, ambitious, and ability to multi-task.
• Strong writing skills required.
• Foreign language capabilities preferred though not required.
• Compensation: Excellent compensation package, including competitive base salary and fringe benefits. (in case previous salary of selected candidate is higher than Market Salary,  your previous salary will be  matched.)