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Chartered Independent Financial Adviser, Kingston upon Thames
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Client:
Blakemore Recruitment
Location:
Kingston upon Thames, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
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Job Reference:
0e10ab68d708
Job Views:
3
Posted:
26.04.2025
Expiry Date:
10.06.2025
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Job Description:
We are recruiting for a Financial Planning firm in Kingston Upon Thames who has a requirement for someone to take over an existing client bank of approximately £85m from an adviser who will be retiring in the next 12 to 18 months.
* Your primary responsibilities will include conducting financial reviews and identifying suitable opportunities for new business.
* You will work in accordance with the firm, with full support from the paraplanning team.
* You must have a minimum of 2 years’ experience in an advisory role.
* Technical competence in advising on pensions, investments, and insurances in both pre and post-retirement stages.
* You should demonstrate confidence, passion, the ability to build rapport, authority, personality, handle objections, and show empathy to put clients at ease.
* Must hold Competent Adviser Status in your current role.
* Commitment to ongoing professional development.
* Ability to work in a fast-paced environment.
* Be a self-starter, capable of managing leads and reporting to senior management.
This is an excellent opportunity for someone passionate about providing advice, with the support of a firm that offers clients and opportunities to grow their business.
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