Independent Financial Consultant
3 days ago
We are seeking a seasoned Financial Planner to join our team in Kent, focusing on building relationships and generating new business.
The ideal candidate will have a background in independent wealth planning firms and be Chartered or aspire to work towards Chartered status.
This is a business development-focused role, where you will work closely with our admin and paraplanning support team to deliver exceptional customer service and achieve sales targets.
The salary for this position is between £75k and £105k, plus bonuses, along with a range of benefits including pension, death in service cover, income protection, medical cash plan, and 25 days holiday + bank holidays.
Main Accountabilities:
- Establishing and maintaining strong relationships with businesses and stakeholders across Kent
- Generating new business through networking events, conferences, and other activities
- Delivering exceptional customer service to existing clients
- Collaborating with the admin and paraplanning support team to achieve sales targets
Requirements:
- Chartered or aspiring to work towards Chartered status
- Background in an independent wealth planning firm
- Strong business development skills
- Excellent communication and interpersonal skills
Compensation Package:
The company offers a competitive compensation package, including a salary of £80k to £110k, plus bonuses, and a range of benefits such as pension, death in service cover, income protection, medical cash plan, and 25 days holiday + bank holidays.
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