Financial Planner
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 Planner 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 Planner:
1. Assessing & identifying financial needs for new and existing clients
2. Conducting product research
3. Implementing money laundering processes
4. Providing holistic financial planning services
5. Conducting lifestyle planning assessments
6. Presenting financial recommendations to clients
7. Conducting client financial reviews
8. Keeping up to date with regulatory changes
9. Networking with professional partners
10. Contributing to marketing initiatives
11. Maintaining an up-to-date Sta...