Financial Adviser - Salary DOE - Hartley, Kent Overview: I am partnered with a dynamic and people focused Financial Planning organistion in the heart of Kent. My client are seeking a client focused and knowledgeable Financial Adviser to join their team. The successful candidate will provide expert guidance to individuals on financial planning, investment strategies and wealth management. Key responsibilities: Client Relationship Management • Build and maintain long-term relationships with clients. • Conduct comprehensive financial assessments to understand clients’ current financial situations, goals, and risk tolerance. Financial Planning & Advisory • Develop customised financial plans tailored to clients’ needs, including investment strategies, retirement planning, tax optimisation, and estate planning. • Provide ongoing advice to adjust financial plans in response to changes in clients’ life circumstances or market conditions. Investment Management • Recommend appropriate investment options aligned with clients’ goals and risk profiles. • Monitor investment portfolios and provide regular updates to clients on performance. Regulatory Compliance • Ensure all activities comply with legal, ethical, and regulatory standards. • Maintain accurate records of client interactions and financial plans. Market Knowledge & Expertise • Stay informed about financial markets, investment products, tax laws, and economic trends. • Continuously enhance knowledge through professional development and certifications. Sales & Business Development • Identify and pursue opportunities to expand the client base. • Promote financial products and services that align with clients’ needs and objectives. Qualifications & Experience Minimum of Level 4 diploma for financial advisers Minimum of 3 years working as a competent adviser Benefits: • Competitive salary and performance-based incentives. • Professional development and certification reimbursement. • Private Medical Insurance • Employee loyal rewards