Financial Consultant

Job Description

We're on the lookout for a Financial Consultant to join our team in Dundee. In this role, you'll provide expert financial advice, assist clients in optimizing their financial strategies, and help them navigate complex financial landscapes. The ideal candidate will have a strong background in finance and a proven ability to analyze data to drive business decisions.

Responsibilities

• Lead financial review meetings with clients.
• Generate actionable insights from complex datasets.
• Match clients with appropriate financial products or services.
• Create tailored investment portfolios based on client objectives.
• Deliver high-quality client service and maintain relationships.
• Advise on risk management strategies and mitigation.

Requirements

Education

• Bachelor's degree in Finance or Economics
• Professional certifications (e.g., CFA) are preferred

Experience

• 3-5 years of relevant experience in a financial consultancy role

Technical Skills

• Risk Assessment
• Market Analysis

Soft Skills

• Persuasion
• Teamwork

Certifications

• Financial Risk Manager (FRM)
• Certified Management Accountant (CMA)

Languages

• English: Fluent

Advantageous

• Experience with financial modelling and forecasting: Proficient in developing models to predict financial performance.
• Knowledge of investment portfolio management: Experience in managing diverse investment portfolios for clients.

Benefits

• Health, dental, and vision insurance plans
• Performance bonuses based on client satisfaction
• Training and certification reimbursement
• Support for remote work and collaboration

Company Culture

• Innovation: We embrace change and encourage innovative solutions to drive our clients' success.
• Continuous Learning: We support ongoing learning and development for all employees to enhance their skills.