Financial Advisor
Location: Kent, Hybrid Working
Salary: Basic Salary up to £55,000 with a generous bonus scheme. Achievable OTE of £100k year one and £160k year two onwards.
Are you a Financial Advisor looking for an exciting new challenge/opportunity?
Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment in the south-east of the UK? Our client delivers exceptional financial planning service to their clients, and they will provide you with a client bank to help kick start your journey within the group. They have a team of very talented people to help you reach the pinnacle of your career and grow the business. There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.
Key Responsibilities required Financial Advisor:
* & identifying financial needs for new and existing clients
* product research
* money laundering processes
* holistic financial planning services
* lifestyle planning assessments
* financial recommendations to clients
* client financial reviews
* up to date with regulatory changes
* with professional partners
* to marketing initiatives
* an up-to-date Statement of Professional Standing
* in ongoing CPD activities
Requirements for the Financial Advisor:
* 4 qualified (Diploma in Financial Planning)
* in an authorised financial planning role with competent adviser status
* ambition and attention to detail
* communication and interpersonal skills
How to Apply:
Please contact Marie McDermott on 02030964533 or email marie.mcdermott@tate.co.uk to discuss this superb opportunity.