Financial Advisor

Independent Financial Adviser

Location: (Maidstone). Hybrid working.

Salary: up to £55k DOE plus generous bonus scheme.

About the Company

The company is a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment for the right person with full company training and career development.

The Opportunity

This is a very exciting opportunity for an Independent Financial Adviser to join an established growing financial planning firm. You we will be working within a hand-picked team of professionals to deliver the highest standard of advice to a client bank that will be assigned to you when you start with the firm.

Financial Advisor duties and responsibilities

Willingness and focus to:

• Engage with a wide range of clients face to face o for annual reviews and transactions
• Move clients onto the right service level
• Do most of their own admin/report writing, although support will be available for more complex areas
• Attention to detail and accuracy, to work towards improving client experience
• Progressing to a higher value/lower quantity client bank over three – four years
• Providing clients with holistic financial advice.
• Design bespoke financial plans for each client.
• Understanding the clients goals and aspirations.
• Gaining referral business from existing clients.
• Identifying and closing new business.
• Keep accurate client records.
• Review all clients in line with company policy and the consumer duty directive.
• Uphold the company name in the highest regard.
• Work alongside your support team and motivate the team.

As an Independent Financial Adviser, you will need:

• Experience: Minimum 2 years in an Independent Financial Advisory role, ideally within fast-paced financial planning environment.
• Qualification Minimum: RQF level 4 Diploma in Financial Planning and / or working towards chartered.
• Detail-Oriented: You have a sharp eye for detail and a passion for getting things right first time.
• Client-Driven: You will advise each individual client to the highest possible standard and recommend a bespoke solution to each client.
• Networking: You are able to network with professional connections and cultivate new business introductions.
• Proactive: A self-starter who takes initiative and thrives in a dynamic setting.
• Tech-Savvy: Comfortable using CRMs, cash flow planning tools, FE analytics.
• Technical Ability: Must have strong Pension, Trust and IHT planning experience.

Desirable

Experience of Intelligent Office back-office system.

• Contact [email protected] to discuss further.