Financial Adviser

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WehaveabrilliantopportunityforanexperiencedIFA/FinancialAdvisertojoinasuccessfulwealthmangerintheKentarea,thisrolewillticktheboxesifyouarelookingforClients,anemployedcontractandalsosomeflexibilityonOffice/Homeworking!
Find out if this opportunity is a good fit by reading all of the information that follows below. 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: Competitivesalaryandbonusstructure. Establishedandloyalclientbase. OngoingprofessionaldevelopmentandCPDsupport. Supportive,collaborativeteamculture. xehkeey Opportunitiestocontributetobusinessstrategyandclientserviceinnovation. Benefits: Companypension Lifeinsurance Cashplan On-siteparking Workfromhome
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Location:
Maidstone
Job Type:
FullTime
Category:
Banking And Financial Services

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