Wealth Management Advisor
1 week ago
This employed, Independent Financial Advisor job in Chatham offers an exciting opportunity for experienced professionals to take their advising career to the next level. With existing clients and leads generated, you will review their financial planning needs and provide quality, long-term advice. The business regularly receives new clients through referrals, introducers, and marketing initiatives, enabling you to grow your client base. Our established infrastructure provides comprehensive support, including back office assistance, lead generation, and ongoing training and development.
To succeed in this role, you should have some experience as a Financial Advisor, hold your full Level 4 Diploma in Financial Planning or equivalent, and adhere to the principle of prioritizing the client's interests. While it's beneficial to bring business with you, it's not a requirement.
Benefits:
A competitive salary of £40,000 - £50,000 with a potential OTE of £75,000 in year one and £100,000+ in year two. Additional benefits include car allowance and annual bonuses upon meeting performance targets. Work from our modern offices in Chatham, Kent with standard working hours.
Requirements:
- Proven experience in Financial Advisory
- Degree in Financial Planning or equivalent
- Strong commitment to client-centric services
- Potential to generate new business
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