Independent Financial Adviser

1 month ago

Kent, United Kingdom CFP JOBS Full time
Independent Financial Adviser - Maidstone and surrounding areas.

Our client is looking for like-minded financial advisers to join them. Be part of a progressive and client-focused, financial planning-led wealth management firm as an employed adviser.

In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.

This role offers working from an office in Maidstone.

What they are looking for in the ideal Independent Financial Adviser:
  • Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations.
  • Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients.
  • Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with Clients.
  • Experience in networking and attracting new Clients through business development and effective business planning to grow a client bank and building relationships with Affinity Groups, Business Owners, Entrepreneurs, Professional and Retail Clients.
    Benefits as an Independent Financial Adviser:
    • Basic Salary based on experience Circa £50,000
    • Support to build your client base and future value.
    • End to end in house client journey and back-office support with full DIS, Admin and Paraplanning support.
    • Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
    • Client Platform to deliver efficient and cost-effective solutions.
    • Administration Support
      If you or anyone that you know are interested in becoming a part of this growing business and with an opportunity to join the board in the future, get in touch

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