Wealth Management Professional

2 days ago


Maidstone, Kent, United Kingdom CV-Library Full time

Are you a seasoned Financial Advisor looking for a new challenge? CV-Library in Chatham has an exciting opportunity for a Financial Planning Specialist to join our team.

In this role, you'll have the chance to leverage your expertise to deliver exceptional results for our clients. With a solid foundation of existing clients and leads, you'll be able to focus on what matters most – providing high-quality financial planning advice and building strong relationships with our clients.

Key Highlights

  • Comprehensive Back Office Support: You'll have access to a dedicated team of Paraplanners, Administrators, Compliance, Operations, and IT professionals who will support you every step of the way.
  • Autonomy to Offer Independent Advice: With our comprehensive back office support, you'll have the freedom to tailor your services to meet each client's unique needs.
  • Competitive Compensation: Your annual salary will range from £40,000 to £50,000, with the potential to exceed £75,000 in year one and £100,000+ in year two, based on performance.

Responsibilities

  • Provide Financial Planning Advice: You'll work closely with our clients to understand their financial goals and provide tailored advice and recommendations.
  • Develop Strong Relationships: Building strong relationships with our clients is key to success in this role.
  • Achieve Performance Targets: You'll be expected to meet or exceed performance targets, which may include revenue growth and client acquisition.

What We Offer

  • Competitive Salary: Your annual salary will range from £40,000 to £50,000.
  • Car Allowance: You'll receive a car allowance, which can help offset the costs associated with traveling to meetings and appointments.
  • Bonus Structure: Upon achieving specific targets, you'll receive an additional annual bonus.


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