Senior Wealth Advisor

5 days ago


Chatham, Kent, United Kingdom Premier Jobs UK Full time

We are seeking a seasoned Financial Advisor to join our team in Chatham. This employed position is ideal for someone looking to progress their career. You will work with existing clients, generating new leads and building a portfolio of clients with assets ranging from £200k to £500k.

Your key responsibilities will include reviewing clients' financial plans and providing expert advice. The business benefits from referrals, professional introductions, and targeted marketing initiatives. To succeed, you should focus on expanding your client base.

Our support infrastructure includes:

  • Efficient back-office operations, featuring Paraplanners, Administrators, Compliance, Operations, and IT.
  • Proven lead generation and management.
  • Ongoing support for Chartered exams to enhance your knowledge and advice capabilities.

You will have the flexibility to provide independent financial guidance to clients, while benefiting from our comprehensive training and development program.

Requirements

  • Prior experience as a Financial Advisor.
  • A full Level 4 Diploma in Financial Planning or equivalent qualification.
  • A strong commitment to upholding ethical standards, prioritizing clients' best interests.

Benefits

  • A competitive estimated salary of £50,000 - £70,000 per annum, reflecting the local market and industry standards.


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