Financial Planning Expert
11 hours ago
This is an exciting opportunity for a skilled Financial Advisor to join our Premier Jobs UK team in Chatham. As an employed Independent Financial Advisor, you will work closely with existing clients and generate new leads. Your portfolio will consist of clients with assets ranging from £200k to £500k.
Your key responsibilities will include reviewing clients' financial plans and offering expert advice. The business attracts new clients through referrals, professional networks, and targeted marketing initiatives. To succeed in this role, you should focus on growing your client base.
We offer a comprehensive support system, featuring:
- An efficient back-office setup, including Paraplanners, Administrators, Compliance, Operations, and IT.
- Robust lead generation and management.
- Ongoing support for Chartered exams to enhance your knowledge and advice capabilities.
You will have the freedom to provide independent financial guidance to clients, while benefiting from our training and development program.
Requirements
- Previous experience as a Financial Advisor.
- A full Level 4 Diploma in Financial Planning or equivalent qualification.
- A commitment to upholding ethical standards, prioritizing clients' best interests.
Benefits
- A competitive estimated salary of £45,000 - £65,000 per annum, reflective of the local market and industry standards.
-
Financial Planning Consultant
3 days ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeOverviewPremier Jobs UK Limited is seeking a skilled and experienced Financial Advisor to provide high-quality advice to clients with significant assets. As a key member of our team, you will be responsible for conducting thorough financial reviews and developing tailored plans that meet the individual needs of our clients.About the RoleProvide expert...
-
Independent Financial Planning Expert
4 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeEmployment Details:Employed, Independent Financial Advisor role available in Chatham, working with a mix of existing clients and generated leads.About the Position:This position offers a unique blend of autonomy and support, allowing you to focus on delivering exceptional financial advice while benefiting from established client relationships and lead...
-
Expert Financial Solutions Specialist
3 days ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeSenior Financial Advisor PositionPremier Jobs UK Limited is seeking a senior-level Financial Advisor to join our team in Chatham. The successful candidate will have a proven track record of providing high-quality, long-term advice to clients with assets ranging from £200k to £500k. This role offers the opportunity to take your career to the next level by...
-
Financial Planning Specialist
2 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Full timeJob OverviewIn Premier Jobs UK, we are seeking a seasoned Financial Advisor to take their career to the next level. Located in Chatham, this role offers an exciting opportunity for growth with existing clients and leads possessing assets of £200k - £500k.Key ResponsibilitiesAs a key member of our team, you will be responsible for providing independent...
-
Financial Planning and Analysis Manager
2 months ago
Chatham, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000At beBee Professionals, we are seeking a highly skilled Financial Planning and Analysis Manager to join our finance team in the UK. The successful candidate will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...
-
Senior Financial Planning Consultant
3 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeWe are seeking an experienced Independent Financial Advisor for a role in Chatham.This position is suitable for individuals with existing financial planning experience looking to advance their career.Our clients have assets of £200,000 - £500,000, and you will benefit from existing leads and clients.Main Responsibilities:Reviewing clients' current...
-
Financial Planning Specialist
3 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Chatham who are looking for an experienced IFA Administrator to join their team.This company illuminates their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them.ResponsibilitiesThe IFA Administrator is...
-
Financial Planning Specialist
2 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeJob OverviewWe are seeking a highly skilled Financial Advisor to join our team in Chatham. As an employed Independent Financial Advisor, you will have the opportunity to work with individuals having '£200k - £500k' in assets.
-
Strategic Financial Consultant
11 hours ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeElevate Your Career with Premier Jobs UK Limited as a Strategic Financial ConsultantWe are looking for a seasoned Financial Consultant to join our team in the UK. The ideal candidate will have a strong background in financial planning and a proven ability to deliver exceptional results.This role offers a unique opportunity to leverage your expertise and...
-
Financial Career Specialist
3 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeJob SummaryPremier Jobs UK Limited seeks an experienced Financial Advisor to take their advising career to the next level in Chatham. This employed role offers existing clients and leads with assets of £200k - £500k, providing a solid foundation for long-term advice and growth.The ideal candidate will undertake a thorough review of client financial...
-
Financial Services Specialist
3 days ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeJob Title: Financial AdvisorThis opportunity is designed for experienced professionals seeking to advance their careers in financial advising.You will leverage existing relationships and generate new leads with clients having assets ranging from £200,000 to £500,000.Key Responsibilities:Review client financial planning needs.Provide long-term, high-quality...
-
Apprentice Finance Expert
20 hours ago
Chatham, Kent, United Kingdom Folkestonegirls Full timeRole Summary:Folkestone Girls seeks an Apprentice Finance Expert to join our Central Operations Team. The ideal candidate will have a strong understanding of financial concepts and be eager to learn and grow with our Trust.As an Apprentice Finance Expert, you will be responsible for providing administrative support across all schools within the Trust. You...
-
Debt Resolution Expert
3 days ago
Chatham, Kent, United Kingdom Lendable Ltd Full timeLendable Ltd's Financial Support team requires a skilled Debt Resolution Expert to join its ranks. As a member of this team, you will play a critical role in helping customers navigate financial hardship and find sustainable solutions.About the RoleKey responsibilities will include undertaking customer inquiries to understand their financial situations and...
-
Financial Assistant
12 hours ago
Chatham, Kent, United Kingdom Austin Fraser Full timeJob Overview">">We are seeking a temporary Accounts Assistant with payroll experience to join our team at Austin Fraser in Chatham. The ideal candidate will have a strong background in accounts and payroll, capable of managing financial records and processing company payroll efficiently.">Key ResponsibilitiesAssist in the preparation of financial statements...
-
Financial Controller
3 months ago
Chatham, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in the UK. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans,...
-
Cost Control and Budgeting Expert
2 months ago
Chatham, Kent, United Kingdom beBee Professionals Full time £35,000 - £45,000beBee Professionals is seeking a Cost Control and Budgeting Expert to join our construction team. The ideal candidate will have a strong background in cost estimation and budgeting, with excellent communication and negotiation skills.Key Responsibilities:Develop and manage project budgets and cost estimates.Negotiate contracts with clients and suppliers to...
-
Strategic Financial Planner
4 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited is seeking a highly skilled Strategic Financial Planner to join their team.Job DescriptionThe ideal candidate will have experience reviewing financial planning needs and developing tailored solutions for clients with assets of £200k - £500k. Key responsibilities include:Reviewing financial planning needs to identify areas for...
-
Financial Career Professional
7 days ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeJob OpportunityJob Title:Financial Career Professional About the JobIn a dynamic and ambitious IFA firm, we seek an experienced Financial Services Advisor to join our team in Chatham, Kent. This exciting role offers a chance to advance your career in financial planning and advice.ResponsibilitiesReview clients' financial needs and provide long-term...
-
Senior Financial Manager
2 months ago
Chatham, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a Senior Financial Manager to join our finance team in the UK. The successful candidate will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial planning and analysis strategies to...
-
Head of Financial Operations
2 months ago
Chatham, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a Head of Financial Operations to join our finance team in the UK. The successful candidate will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial planning and analysis strategies...