At a Glance
- Tasks: Support clients and grow your own portfolio in a dynamic financial environment.
- Company: Reputable boutique chartered firm with a client-first approach.
- Benefits: Competitive salary, quarterly bonuses, hybrid working, and full support.
- Other info: Enjoy a collaborative culture with excellent career development opportunities.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Level 4 qualification essential; experience in independent/whole of market preferred.
The predicted salary is between 60000 - 70000 £ per year.
Our client, a well established boutique chartered firm with an excellent reputation and environment require an additional Financial Adviser to support an existing client base and further develop their assets under management. The business is truly supportive, has highly experienced, long serving staff and management team and puts the client first in all aspects of their operation.
- Experienced Adviser/Planner required, level 4 essential, preferably chartered via CII or on way to qualification
- Preferably from an independent/whole of market background
- C £20 Million AUM to be managed, with the ability to further build the client book
- 30% Bonus paid on all new and recurring business (after validation)
- Bonus paid quarterly
- Hybrid working, 3 days in office
- Full Paraplanning and Administration support
- Truly supportive environment
- Excellent, comprehensive benefits package
If you are an experienced, consultative Financial Adviser looking for an excellent business to back you in achieving your goals this represents the ideal opportunity.
We think you need these skills to ace FINANCIAL ADVISER (EMPLOYED) - Sevenoaks (hybrid) - £60-70K and quarterly bonuses in Kent
Level 4 Financial Qualification
Chartered Status via CII
Client Relationship Management
Asset Under Management (AUM) Management
Business Development
Consultative Selling
Independent/Whole of Market Experience
