Financial Advisor.

Central Advisors Limited is seeking a licensed and experienced Financial Advisor to join our growing team. The successful candidate will provide high-quality financial planning and wealth management services to individual and business clients while strictly observing all regulatory requirements, CIMA Rules and SOGs, and the firm’s Standard Operating Procedures.

Key Responsibilities

Deliver comprehensive financial advice and wealth management solutions tailored to clients’ goals, risk tolerance, and financial circumstances.
Conduct thorough client assessments, prepare financial plans, and recommend appropriate investment, retirement, insurance, and estate planning strategies.
Build and maintain strong, long-term client relationships through regular portfolio reviews and ongoing support.
Promote and sell the firm’s approved financial services and solutions.
Ensure all client interactions, advice, and documentation fully comply with CIMA regulations, AML/CFT requirements, Treating Customers Fairly (TCF) principles, and the firm’s internal policies.
Maintain accurate records, prepare reports, and participate in compliance monitoring and audits.
Stay up-to-date with regulatory changes, market developments, and professional standards.
Collaborate with the firm’s paraplanners and support team to deliver excellent client service.

Requirements

Relevant professional qualifications (e.g., CFP®, or equivalent) and proven experience as a Financial Advisor.
Previous advisory experience under CIMA Securities regime, with a proven sales track record.
Strong knowledge of investment products, financial planning principles, and regulatory frameworks.
Excellent communication, relationship management, and analytical skills.
High level of integrity and commitment to ethical standards and regulatory compliance.
Police Clearance Certificate