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Financial Advisor
4 months ago
Financial Advisor
Location: Kent, Hybrid Working
Basic Salary up to £55,000 with a generous bonus scheme. Are you a Financial Advisor looking for an exciting new challenge/opportunity?
Our client delivers exceptional financial planning service to their clients, and they will provide you with a client bank to help kick start your journey within the group. They have a team of very talented people to help you reach the pinnacle of your career and grow the business. There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.
Key Responsibilities required Financial Advisor:
~& identifying financial needs for new and existing clients
~ holistic financial planning services
~ lifestyle planning assessments
~ financial recommendations to clients
~ client financial reviews
~ up to date with regulatory changes
~ Requirements for the Financial Advisor:
~4 qualified (Diploma in Financial Planning)
~ in an authorised financial planning role with competent adviser status
~
