Junior/newly Qualified Financial Planner
3 days ago
**About us**
We are a well established medium size family run Financial Services Practice. We have offered a friendly professional advisory service to clients since 1978.
Our team currently comprises; two wealth advisers, one mortgage & protection adviser, a Practice Manager and 4 experiened administrators.
Based in Lonsdale Gardens in Tunbridge Wells, our approach is based on our company core values:
- Respect - We always treat clients as we would like to be treated.
- Inclusions - We make clients and staff feel like part of the family.
- Accountability - We work hard to get the right client outcome and do what we say we are going to do.
- Innovation - We use technology and knowledge to continually improve our client experience.
- Value for money - We provide a great service at a fair price.
Our work environment includes:
- Modern office setting
- Work-from-home days
- Growth opportunities
We have an opportunity for a Financial Planner
This is a fantastic opportunity for a newly qualified Financial Planner to join our long established, successful Financial Planning Practice, working closely with existing clients and referrals.
We are seeking to find a newly qualified Financial Adviser to sit within the Wealth team working directly existing clients of the firm, whilst developing new business and building a portfolio of your own. Your role will involve providing ongoing Advice to a diverse client bank and using your skills to obtain new leads via referrals from the existing bank and developing new relationships with introducers of your own.
The position would suit an individual who has a _**proven track record within a face to face advice role**_. _Ideally a newly qualified Level 4 Adviser, or a Mortgage and/or Protection Adviser looking to embark on a new career within the Investment/Pension/Tax Planning side of the business.
Experience of Intelligent Office and Voyant would be an advantage.
Full administration support available.
**Salary**: £35,000.00-£40,000.00 per year
**Benefits**:
- Additional leave
- Company pension
- Free parking
- On-site parking
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: Hybrid remote in Royal Tunbridge Wells
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