Financial Adviser

New Yesterday

WehaveabrilliantopportunityforanexperiencedIFA/FinancialAdvisertojoinasuccessfulwealthmangerintheKentarea,thisrolewillticktheboxesifyouarelookingforClients,anemployedcontractandalsosomeflexibilityonOffice/Homeworking! TheRole WereseekinganexperiencedFinancialPlannertojoinagrowingadvisoryteam.Thisisafantasticopportunityforahighlyqualifiedprofessionaltoworkwithanestablishedclientbaseandcontributetothecontinuedsuccessofourbusiness. Youwilldelivertailored,holisticfinancialadviceacrossarangeofareas,includinginvestments,pensions,retirementplanning,estateplanning,andprotectionensuringclientsachievetheirfinancialgoalswithclarityandconfidence. KeyResponsibilities Provideexpert,independentfinancialplanningandadvicetonewandexistingclients. Buildandmaintainlong-termclientrelationshipsbasedontrustandintegrity. Conductcomprehensivefinancialreviewsandcreatebespokefinancialplans. Workcloselywithparaplanningandadministrativeteamstodeliverexceptionalclientservice. Stayup-to-datewithregulatorychangesandmarketdevelopments. Identifyopportunitiesforbusinessgrowthwhilemaintainingthefirmshighethicalstandards. AboutYou Minimum 5yearsexperience infinancialplanningorwealthmanagement. Proventrackrecordofprovidingholistic,client-focusedadvice. Whatisoffered: Comp...
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Location:
Maidstone
Salary:
£75,000
Job Type:
FullTime
Category:
Accounting & Finance

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