Job Description A fantastic opportunity to join a large, national retail Wealth Management business, the role comes with existing clients to service as well as new client lead generation. There are a range of excellent benefits, genuine development opportunities, hybrid working and the opportunity to manage your own schedule. Key Responsibilities Deliver agreed targets Provide clients with a professional, high quality service Provide high quality advice in line with the companies expected standards Adhere to all regulatory requirements Represent the company in an professional manner at all times. Deliver holistic, client led financial advice. Use of cashflow modelling and financial planning tools. Key Requirements Level 4 Diploma qualified, Chartered as well, but not essential A strong track record of delivering holistic financial advice Experience building lasting client relationships and generating repeat/referral business Confidence in conducting client meetings and creating tailored financial plans Strong understanding of regulatory requirements, including Consumer Duty Experience using cashflow modelling to support robust advice recommendations Key Benefits Basic salary £65,000 - £80,000 depending on experience Uncapped performance related bonus. Regular supply of leads and referrals Existing client bank Ongoing Career Development Generous holiday entitlement - 30 days plus bank holidays Option to buy/sell holidays Company Pension and cash allowance towards other benefits Electric cars via Salary Sacrifice
Financial Advisor (Investments / Pensions) in Kent employer: Truestar Talent Ltd
As a self-employed Financial Adviser in the North West, you will thrive in a supportive environment that prioritises your success and client satisfaction. With access to established client banks, comprehensive compliance and admin support, and cutting-edge lead generation tools, you can focus on building meaningful relationships while enjoying the flexibility and financial rewards of self-employment. Join a culture that values strong networking and professional growth, making it an excellent choice for those seeking a fulfilling career in wealth management.
