Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert financial advice and build strong client relationships.
- Company: A values-driven, independently owned financial planning firm in Maidstone.
- Benefits: Competitive salary, flexible working, and a supportive team environment.
- Why this job: Join a loyal team focused on quality service, not sales targets.
- Qualifications: Must be a qualified Financial Advisor with strong technical skills.
- Other info: Enjoy a collaborative culture with no evening or weekend work.
The predicted salary is between 28800 - 48000 £ per year.
This employed, Chartered Financial Advisor job in Maidstone 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
Chartered Financial Planner in Dartford 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 in Dartford
✨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, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show your passion for client relationships! When you get the chance to chat with potential employers, make sure to highlight your commitment to delivering quality service. Share examples of how you've built strong client connections in the past – it’ll show them you’re the right fit for their values-driven team.
✨Tip Number 3
Prepare for those interviews! Research the firm thoroughly and come armed with questions that show you’re genuinely interested in their approach to financial planning. This will not only impress them but also help you determine if their culture aligns with your values.
✨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 in Dartford
Some tips for your application 🫡
Show Your Passion: When writing your application, let your passion for financial planning shine through. We want to see how much you care about helping clients and delivering quality service, so don’t hold back!
Tailor Your CV: Make sure your CV is tailored to the Chartered Financial Planner role. Highlight your relevant experience and qualifications, especially if you're Chartered or close to it. We love seeing how your background fits with our values-driven approach.
Be Authentic: We appreciate authenticity! Use your own voice in your application. Share your journey in the financial sector and what motivates you to join our team. It helps us get to know the real you.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your technical expertise in financial planning. Be ready to discuss your qualifications and experience, especially if you're Chartered or close to it. This shows that you’re serious about the role and understand the industry.
✨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 relationships and delivered quality service over sales targets in your previous roles.
✨Show Team Spirit
The company prides itself on team camaraderie, so be prepared to talk about your experiences working in a team. Highlight instances where you’ve collaborated effectively or contributed to a positive team culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client relationships and their support systems. This not only shows your interest but also helps you gauge if the company culture is the right fit for you.
