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 i...