Investment Advisory Professional

3 weeks ago


Sevenoaks, Kent, United Kingdom Heat Recruitment Full time

Job Summary:

We are seeking a highly skilled and experienced Financial Planner to join our team at Heat Recruitment. As a Financial Planner, you will be responsible for providing exceptional service to our clients, creating tailored financial plans, and recommending appropriate financial products.

Key Responsibilities:

  • Financial Planning and Advice:
    • Create and present comprehensive financial plans that include savings, investments, insurance, tax strategies, and retirement planning.
    • Recommend suitable financial products based on clients' needs and risk profile.
    • Provide clear, comprehensive, and unbiased financial advice in compliance with regulatory requirements.
    • Review and revise financial plans in response to life or economic changes.
  • Client Management:
    • Build and maintain strong relationships with clients, understanding their financial needs and goals.
    • Communicate complex financial information in a clear and concise manner.
  • Regulatory Compliance:
    • Stay up-to-date with FCA regulations and compliance requirements.
    • Ensure all financial advice and planning is in compliance with regulatory standards.

Requirements:

  • Level 4 Diploma in Financial Planning or equivalent.
  • Minimum of 3-5 years experience in financial planning, advisory, or a related role.
  • In-depth knowledge of financial products, including pensions, investments, insurance, tax, and estate planning.
  • Strong understanding of FCA regulations and compliance requirements.
  • Proven track record of building and maintaining client relationships.

What We Offer:

An excellent base salary in line with experience, together with incentives to on-board new clients. You will benefit from a supportive and collaborative environment, and enjoy flexibility to work from home.



  • Sevenoaks, Kent, United Kingdom Financial Divisions Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and objectivesAnalyze investment portfolios and...


  • Sevenoaks, Kent, United Kingdom Financial Divisions Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and objectivesAnalyze investment portfolios and...


  • Sevenoaks, Kent, United Kingdom Premier Jobs UK Limited Full time

    Job Opportunity: Experienced Financial Adviser Wanted to Drive Business GrowthThe Premier Jobs UK Limited is seeking a seasoned Financial Adviser to join their team and take over recently acquired clients. This is an excellent opportunity for a professional to establish a strong rapport with clients, understand their needs, and identify new business...


  • Sevenoaks, Kent, United Kingdom Financial Divisions Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will play a crucial role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and objectivesDevelop and...


  • Sevenoaks, Kent, United Kingdom Financial Divisions Full time

    About the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will play a crucial role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and objectivesDevelop and...


  • Sevenoaks, Kent, United Kingdom Heat Recruitment Full time

    Financial Planner Job DescriptionWe are working with an established and ambitious IFA, who are seeking a high-calibre Financial Planner to replace a retiring adviser. Your role will be to continue to provide an exceptional service to around 250 HNW clients following a handover period. You will also be responsible for a small number of estate planning...


  • Sevenoaks, Kent, United Kingdom Heat Recruitment Full time

    Financial Planner Job DescriptionWe are working with an established and ambitious IFA, who are seeking a high-calibre Financial Planner to replace a retiring adviser. Your role will be to continue to provide an exceptional service to around 250 HNW clients following a handover period. You will also be responsible for a small number of estate planning...

  • Investment Consultant

    1 month ago


    Sevenoaks, Kent, United Kingdom Premier Jobs UK Limited Full time

    Position OverviewThis role as a **Financial Adviser** offers a unique opportunity to become part of a dynamic Independent Financial Advisory firm that is actively expanding through strategic acquisitions. The firm is on the lookout for a seasoned **Financial Adviser** to effectively onboard and manage clients acquired through recent business growth...


  • Sevenoaks, Kent, United Kingdom Heat Recruitment Full time

    {"title": "Financial Planner Role", "content": "Financial Planning and AdviceWe are seeking a highly skilled Financial Planner to join our team at Heat Recruitment. As a Financial Planner, you will be responsible for creating and presenting tailored financial plans that include savings, investments, insurance, tax strategies, and retirement planning.Develop...


  • Sevenoaks, Kent, United Kingdom Heat Recruitment Full time

    {"title": "Financial Planner Role", "content": "Financial Planning and AdviceWe are seeking a highly skilled Financial Planner to join our team at Heat Recruitment. As a Financial Planner, you will be responsible for creating and presenting tailored financial plans that include savings, investments, insurance, tax strategies, and retirement planning.Develop...


  • Sevenoaks, Kent, United Kingdom Heat Recruitment Full time

    Financial Planner Job DescriptionWe are working with an established and ambitious IFA, who are seeking a high-calibre Financial Planner to replace a retiring adviser. Your role will be to continue to provide an exceptional service to around 250 HNW clients following a handover period. You will also be responsible for a small number of estate planning...


  • Sevenoaks, Kent, United Kingdom Heat Recruitment Full time

    Financial Planner Job DescriptionWe are working with an established and ambitious IFA, who are seeking a high-calibre Financial Planner to replace a retiring adviser. Your role will be to continue to provide an exceptional service to around 250 HNW clients following a handover period. You will also be responsible for a small number of estate planning...


  • Sevenoaks, Kent, United Kingdom Capio Recruitment Full time

    Exciting Opportunity for Financial AdvisorsCapio Recruitment is on the lookout for a talented Financial Advisory Specialist to enhance our dynamic team. In this role, you will provide bespoke financial guidance to a varied clientele, ensuring their financial aspirations are met.About Capio RecruitmentOur firm is renowned for its commitment to delivering...

  • Tax Professional

    2 weeks ago


    Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    Job DescriptionWe are seeking a highly skilled and ambitious Tax Professional to join our team at TPF Recruitment. As a Personal Tax Semi Senior, you will play a crucial role in managing and delivering personal tax compliance and advisory services to a diverse portfolio of clients.Key Responsibilities:Personal Tax Compliance: Prepare and review personal tax...

  • Tax Professional

    2 weeks ago


    Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    Job DescriptionWe are seeking a highly skilled and ambitious Tax Professional to join our team at TPF Recruitment. As a Personal Tax Semi Senior, you will play a crucial role in managing and delivering personal tax compliance and advisory services to a diverse portfolio of clients.Key Responsibilities:Personal Tax Compliance: Prepare and review personal tax...

  • Corporate Tax Manager

    4 weeks ago


    Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    Job Summary:TPF Recruitment, a leading accountancy practice recruitment agency, is seeking a highly skilled Corporate Tax Manager to join a boutique, well-established, and highly regarded accountancy practice based in the South-East region.This chartered firm of accountants has developed a strong reputation across the region, acting for a diverse range of...

  • Tax Professional

    7 days ago


    Sevenoaks, Kent, United Kingdom Ernest Gordon Recruitment Limited Full time

    Personal Tax Assistant RoleWe are seeking a highly skilled and motivated Tax Assistant to join our team at Ernest Gordon Recruitment Limited. As a Tax Assistant, you will play a crucial role in assisting the Client Director with personal tax duties, preparing tax returns, discussing tax returns, and advising on all tax subjects.Key Responsibilities:Prepare...

  • Tax Professional

    7 days ago


    Sevenoaks, Kent, United Kingdom Ernest Gordon Recruitment Limited Full time

    Personal Tax Assistant RoleWe are seeking a highly skilled and motivated Tax Assistant to join our team at Ernest Gordon Recruitment Limited. As a Tax Assistant, you will play a crucial role in assisting the Client Director with personal tax duties, preparing tax returns, discussing tax returns, and advising on all tax subjects.Key Responsibilities:Prepare...


  • Sevenoaks, Kent, United Kingdom The Accountants Recruiter Full time

    Job Title: AccountantJob Type: Full-timeCompany: The Accountants RecruiterAbout the Role:We are seeking a highly skilled and experienced Accountant to join our team. As an Accountant, you will be responsible for managing a portfolio of clients, assisting with technical and tax queries, and providing advisory services.Key Responsibilities:Manage a portfolio...

  • Tax Professional

    4 weeks ago


    Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    Exciting Opportunity for Tax ExpertsTax Professionals, we have a thrilling opportunity for you to join a reputable firm of chartered accountants as a Tax Semi Senior.As a Tax Semi Senior, you will play a crucial role in managing personal tax compliance and advisory services for a diverse client base. Working alongside experienced professionals, you will...