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Experienced Financial Adviser
3 months ago
Are you an experienced, friendly, Financial Adviser looking for a new role? Looking to continue your career within a growing business that provides plenty of support?
By joining us you could gain:
- A substantial, established, local, client bank
- A guaranteed source of leads
- Along with a comprehensive handover and continued, ongoing support
If you have a level 4 Financial Planning Diploma, Competent Adviser Status and SPS - we'd love to hear from you.
This role is to cover the county of Kent, so we'll need you to be based within this region, please.
What’s in It for You?
- A competitive salary with excellent on target earning potential, + benefits including private medical insurance, paid birthday leave, and a staff discount platform
- Support as you work towards Level 6/7 Chartered Adviser Status
- Dedicated administration and paraplanning support
Where Do You Fit In?
As an experienced Financial Advisor, you’ll be an ambassador for our business - maintaining and developing a portfolio of new and existing clients, and providing holistic financial advice in accordance with FCA rules and guidance.
You’ll create a structured proposition, tailored to client’s needs - always providing advice to the highest possible standard. Trust, Value and Respect are at the core of our culture, so it’s vital to us that our customers are listened to and receive a genuine, bespoke service that they know they can trust. You’ll demonstrate that you are a person of the highest integrity, in all of the work that you do.
What do you need to succeed?
- A Level 4 Financial Planning Diploma, Competent Adviser Status and SPS are all must haves, please. You’ll also have previous experience in Financial Services, along with excellent communication skills, and the ability to engage with people at all levels
- Experience of providing regulated financial advice to clients in an IFA environment. The ability to build and maintain close professional relationships with the knowledge and understanding of the FCA’s regulatory and compliance procedures, including record keeping requirements.
- Motivated and organised - able to work remotely. You’ll be technology savvy and a true team player – you’ll work closely with our support functions to provide the best possible outcomes for clients
Who are Argentis? What do we do?
This position is with Argentis - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Hurst Point Group.
We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses. We are looking for talented people to join our teams, to help us achieve our common goals and build for the future.
We are committed to equality of opportunity for all, we care passionately about our staff, and are committed to promoting and protecting the physical and mental health of all our employees.