Financial Planning Specialist

3 weeks ago


Chatham, Kent, United Kingdom Premier Jobs UK Full time
Job Overview
In 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 Responsibilities
As a key member of our team, you will be responsible for providing independent financial advice to clients, leveraging your extensive knowledge and experience to deliver exceptional results. You will also contribute to the development of new business opportunities, ensuring the continued success of our organization.

Required Qualifications
To be successful in this role, you must possess a Full Level 4 Diploma in Financial Planning or equivalent. Additionally, you should have a strong ethical foundation, prioritizing client interests above all else.

Benefits
We offer a comprehensive training and development plan, ensuring that you stay up-to-date with industry best practices. Our experienced back office support team will assist you in managing your workload efficiently, allowing you to focus on delivering high-quality service to our clients. Furthermore, we provide proven lead support, helping you to identify new business opportunities and grow your client base.

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