This employed, Independent Financial Advisor job in Chatham is well suited to an individual with some experience and looking to take their advising career to the next level
Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.
You will benefit from some existing clients and leads being generated, which typically have assets of £200k - £500k. You should undertake a review of their financial planning needs and provide quality, long-term advice to them. The business regularly receive new clients from client referrals, high-quality professional introducers (Accountants and Solicitors) and marketing initiatives. Combined with clients you self-generate, you should be able to grow your client bank.
In addition, you will benefit from their established infrastructure, which has proven to make Advisors successful. The tools available include:
Excellent back office support available on hand to assist you comprising of Paraplanners, Administrators, Compliance, Operations and IT
Proven lead support
Support towards your Chartered exams to enhance your knowledge and scope of advice
Able to offer independent financial advice, enabling you to provide appropriate advice for clients
Full training and development plan to support your ongoing progression
Independent Financial Advisor Requirements
You should have some experience as a Financial Advisor
You must hold your full Level 4 Diploma in Financial Planning or equivalent
You should uphold ethics of putting the client first
If you can bring business with you, that would be beneficial but not essential
The Company
Our client company is a long established, medium sized IFA firm who are an ambitious, professional and friendly team. They have built a successful business with high levels of client retention.
Financial Advisor Benefits
Salary of £40,000 - £50,000 with Year 1 OTE of £75,000 and Year 2 OTE of £100,000+
Potential to consider offering a guarantee while you build your pipeline
Upon achieving targets, you will receive car allowance and additional annual bonus
Working from their impressive offices in Chatham, Kent with normal working hours
Locations
Chatham
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