At a Glance
- Tasks: Meet clients, provide holistic financial advice, and manage client portfolios.
- Company: Growing financial planning firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, and clear career progression.
- Other info: Join a dynamic team with dedicated support and excellent growth opportunities.
- Why this job: Build lasting client relationships and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong communication skills.
The predicted salary is between 35000 - 60000 £ per year.
Salary: £35,000 to £60,000 (depending on experience)
Location: Westerham
Working Pattern: Hybrid
About the Opportunity
Recruit UK is proud to be working with a growing financial planning firm in Westerham as they continue to expand their adviser team. They are looking for experienced Financial Advisers as well as Level 4 qualified professionals ready to build a successful career within a supportive business. With an existing client bank, dedicated support teams and clear progression opportunities, this is an excellent chance to develop your career.
The Role
- Meet clients and build long term relationships.
- Provide holistic advice across pensions, investments and protection.
- Manage and develop an existing client portfolio.
- Generate new business opportunities.
- Carry out regular client reviews.
- Work closely with experienced support teams.
- Ensure all advice is delivered in line with FCA regulations.
What They're Looking For
- Level 4 Diploma in Regulated Financial Planning.
- Experienced Adviser or someone looking to step into advising.
- Excellent communication skills.
- Strong client focus.
We think you need these skills to ace Financial Adviser in Kent
Level 4 Diploma in Regulated Financial Planning
Holistic Financial Advice
Client Relationship Management
Business Development
Client Portfolio Management
FCA Regulations Knowledge
Excellent Communication Skills
