At a Glance
- Tasks: Manage client portfolios and deliver tailored financial advice on investments and pensions.
- Company: Award-winning wealth management firm known for integrity and long-term relationships.
- Benefits: Competitive salary, performance bonuses, exam support, and professional development opportunities.
- Other info: Flexible work environment with opportunities for career progression.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning; strong client relationship skills required.
The predicted salary is between 60000 - 80000 £ per year.
A reputable client is seeking a Financial Advisor to join its growing Wealth Management team. The firm takes pride in integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.
Financial Adviser Role:
- Manage a portfolio of clients, delivering bespoke financial planning and investment advice.
- Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management.
- Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals.
- Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts.
- Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice.
- Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base.
Financial Advisor Requirements:
- Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred.
- Proven track record of client retention, asset growth, and delivering exceptional service.
- Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning.
- Excellent interpersonal, communication, and relationship-building skills.
- Client-first mindset with the ability to navigate complex financial needs.
Whats on Offer:
- A competitive negotiable remuneration package with performance-based incentives.
- Access to a high-quality client base.
- Full paraplanning and administrative support to allow you to focus on client relationships.
- Opportunities for continued professional development and progression to leadership roles.
- A flexible, collaborative, and forward-thinking work environment.
Locations
Financial Advisor (Investments / Pensions) in Kent, Tonbridge employer: Rayment Recruitment
As a Client Services Administrator in our North London office, you will thrive in a supportive and collaborative team environment that prioritises professional development and employee well-being. With a competitive salary package, hybrid working options, and a range of benefits including health plans and pension contributions, we are committed to fostering a culture where your contributions are valued and your career can flourish. Join us to play a pivotal role in delivering exceptional client service within the dynamic wealth management sector.
