Financial Planning Specialist
5 days ago
Take your financial planning career to the next level with CV-Library in Chatham. As a Senior Financial Advisor, you will have a solid foundation of existing clients and leads, allowing you to focus on providing high-quality advice and growing your client base.
We engage in targeted marketing initiatives and receive referrals from reputable professionals, ensuring a steady stream of new opportunities. Our business is built on delivering exceptional results for our clients, and we're looking for an experienced Financial Advisor who shares our vision.
Key Benefits
- Comprehensive Back Office Support: You will 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.
- Ongoing Training and Development: We're committed to helping you grow professionally, with regular training sessions and development opportunities available to enhance your skills and knowledge.
Requirements
- Significant Experience: You should possess at least 5 years of experience as a Financial Advisor.
- Qualifications: A full Level 4 Diploma in Financial Planning or equivalent qualification is essential.
Compensation Package
- 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.
- You will also receive a car allowance and additional annual bonus upon achieving specific targets.
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