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For Companies At a Glance
- Tasks: Provide holistic financial planning and build strong client relationships.
- Company: Established, independently owned financial planning firm with a values-driven culture.
- Benefits: Competitive salary, office-based role, and supportive team environment.
- Why this job: Join a loyal team focused on delivering great service without sales pressure.
- Qualifications: Qualified Financial Advisor with strong technical expertise; Chartered status preferred.
- Other info: Enjoy a collaborative atmosphere with no evening or weekend work.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
This employed, Chartered Financial Advisor job in Maidstone or Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team
You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
In your role as a Chartered Financial Advisor, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries.
Our client does not have a sales targeted approach, therefore will not be forcing demanding targets on you. The goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.
You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team.
The Company
Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.
Chartered Financial Advisor Requirements
- You must be a qualified and experienced Financial Advisor with strong technical expertise
- Ideally, you should be Chartered qualified or close to achieving this
- Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales
Chartered Financial Advisor Benefits
- Competitive salary to be discussed
- Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin
- No evenings or weekends work
- Loyal team who enjoy working together and being valued for their input
Locations
- Maidstone
- Folkestone
Call us now on or click Apply
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Chartered Financial Planner employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join relevant groups on social media, and don’t be shy about reaching out to potential colleagues or mentors. Remember, it’s all about building those relationships!
✨Tip Number 2
Show your passion for client service! When you get the chance to chat with potential employers, make sure to highlight your commitment to delivering quality financial advice. Share examples of how you've gone above and beyond for clients in the past – it’ll set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by researching the firm’s values and culture. Since this role is all about being a good fit within a values-driven team, knowing their mission and how you align with it can really help you shine during the interview process.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Chartered Financial Planner role. Plus, applying directly shows your enthusiasm and commitment to joining the team. Let’s get you that dream job!
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Show Your Passion for Client Care: When writing your application, let us see your enthusiasm for delivering quality service. Share examples of how you've built strong client relationships in the past, as this aligns perfectly with our values-driven approach.
Highlight Your Technical Expertise: Make sure to showcase your qualifications and experience as a Financial Advisor. We want to know about your technical skills and how they can benefit our clients, so don’t hold back on those details!
Be Authentic and Personable: We’re all about team camaraderie and finding the right fit. Use your application to express your personality and values. A genuine touch can make a big difference in helping us see if you’d mesh well with our culture.
Apply Through Our Website: To make things easier for both of us, please apply through our website. It streamlines the process and ensures we get all the info we need to consider your application thoroughly.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be prepared to discuss your experience with HNW clients and how you've built strong relationships in the past. This will show that you’re not just qualified, but also passionate about delivering quality service.
✨Emphasise Values
Since the firm is values-driven, think about how your personal values align with theirs. Prepare examples of how you've prioritised client needs over sales targets in your previous roles. This will demonstrate that you fit into their culture and understand their approach.
✨Showcase Team Spirit
The company prides itself on team camaraderie, so be ready to talk about your experiences working in a team. Share stories that highlight your collaborative skills and how you’ve contributed to a positive team environment in the past.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your interest in the firm’s growth and culture. Inquire about their approach to client relationships and how they support their advisors. This shows that you’re genuinely interested in being part of their team and contributing to their success.
