Financial Advisor

Our client, a leading independent Financial Planner is seeking a Financial Advisor to join them on a full-time, permanently employed basis. Due to exciting growth our client is looking for a fully-qualified Financial Advisor to join them on a full-time basis, ideally bringing an existing client-base with you whilst building a strong bank of new clients, working closely with the team where you will be provided with full paraplanning support. The ideal candidate will hold their Level 4 qualification and ideally be looking to work towards Chartered status. Flexible working is available however you will be expected in the Tunbridge Wels office at least 2 days per week. Key Responsibilities: - Complete annual reviews of existing clients, ensuring suitability of ongoing advice is to a high standard - Strong understanding of industry regulations and products, providing the best and most suitable advice where possible - Onboarding new clients - Build on your existing bank of clients - Build a strong network of professionals in order to receive strong and effective referrals for new business - Ensure all FCA guidelines and regulations are adhered to Key Experience: - Fully qualified Financial Advisor, ideally working towards or looking to work towards Chartered status - Existing bank of income generating clients, keen to build on this whilst providing continuous advice to existing clients - Used to networking, building external relationships in order to generate referrals - Strong ..... full job details .....
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!