Financial Adviser
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Job Location:
Monthly Salary:
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
Behind every investment is a person with ambitions motivations and values. While we know that every client is unique they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing and the trust that 150 years of J.P. Morgan heritage brings.
J.P. Morgan Personal Investing offers award-winning investments products and digital wealth management services to over 275000 investors in the UK. We built the business withinnovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.
As a Financial Adviser specialising in drawdown advice you will provide restricted regulated advice to clients considering or taking withdrawals from their pensions. Based in our Canary Wharf office you will engage with clients remotely via telephone and Zoom ensuring they receive clear compliant and technically robust guidance tailored to their individual needs.
Key Responsibilities
- Deliver high-quality restricted financial advice to clients on pension drawdown and withdrawal strategies.
- Conduct thorough fact-finding and needs analysis to understand each clients circumstances objectives and risk profile.
- Explain complex pension and drawdown concepts in a clear client-friendly manner.
- Prepare and present recommendations ensuring all advice is compliant with regulatory requirements and internal policies.
- Maintain accurate and comprehensive client records and documentation.
- Liaise with paraplanners compliance and support teams as needed.
- Keep up to date with relevant legislation market developments and best practices in retirement planning.
- Contribute to a culture of continuous improvement and client-centric service.
Required qualifications skills and capabilities
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Strong technical knowledge of pensions retirement income options and drawdown strategies.
- Excellent communication skills with the ability to build rapport and trust remotely.
- High attention to detail and commitment to compliance.
- Comfortable working independently and as part of an office-based team.
- Strong IT skills and experience using digital communication tools (e.g. Zoom CRM systems).
Preferred Qualifications Capabilities and Skills
- Experience in a client-facing advice role or as a paraplanner/trainee adviser with exposure to retirement planning.
- Understanding of the FCAs rules on restricted advice.
- Desire to develop and progress within a leading financial institution.
What We Offer
- Comprehensive training and ongoing professional development.
- Supportive team environment with access to technical specialists and resources.
- Competitive salary and benefits package.
- Opportunities for career progression within JP Morgan Personal Investing.
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Required Experience:
Unclear Seniority
Key Skills
- Financial Services
- Financial Models
- Account Management
- General Ledger Accounts
- ERP
- Payroll
- External Auditors
- Customer Relationships
- Credit Card
- Financial Statements
- Business Units
- Annual Budget
- Income
- New Clients
- Financial Management
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
