Financial Adviser

New Today

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

Minimum5yearsexperienceinfinancialplanningorwealthmanagement.
Proventrackrecordofprovidingholistic,client-focusedadvice.

Whatisoffered:

Competitivesalaryandbonusstructure.
Establishedandloyalclientbase.
OngoingprofessionaldevelopmentandCPDsupport.
Supportive,collaborativeteamculture. xbpsjku
Opportunitiestocontributetobusinessstrategyandclientserviceinnovation.

Benefits:

Companypension
Lifeinsurance
Cashplan
On-siteparking
Workfromhome

Apply

Location:: Maidstone
Job Type:: FullTime
Category:: Banking And Financial Services

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