WehaveabrilliantopportunityforanexperiencedIFA/FinancialAdvisertojoinasuccessfulwealthmangerintheKentarea,thisrolewillticktheboxesifyouarelookingforClients,anemployedcontractandalsosomeflexibilityonOffice/Homeworking!
Find out if this opportunity is a good fit by reading all of the information that follows below.
TheRole
WereseekinganexperiencedFinancialPlannertojoinagrowingadvisoryteam.Thisisafantasticopportunityforahighlyqualifiedprofessionaltoworkwithanestablishedclientbaseandcontributetothecontinuedsuccessofourbusiness.
Youwilldelivertailored,holisticfinancialadviceacrossarangeofareas,includinginvestments,pensions,retirementplanning,estateplanning,andprotectionensuringclientsachievetheirfinancialgoalswithclarityandconfidence.
KeyResponsibilities
* Provideexpert,independentfinancialplanningandadvicetonewandexistingclients.
* Buildandmaintainlong-termclientrelationshipsbasedontrustandintegrity.
* Conductcomprehensivefinancialreviewsandcreatebespokefinancialplans.
* Workcloselywithparaplanningandadministrativeteamstodeliverexceptionalclientservice.
* Stayup-to-datewithregulatorychangesandmarketdevelopments.
* Identifyopportunitiesforbusinessgrowthwhilemaintainingthefirmshighethicalstandards.
AboutYou
* Minimum5yearsexperienceinfinancialplanningorwealthmanagement.
* Proventrackrecordofprovidingholistic,client-focusedadvice.
Whatisoffered:
* Competitivesalaryandbonusstructure.
* Establishedandloyalclientbase.
* OngoingprofessionaldevelopmentandCPDsupport.
* Supportive,collaborativeteamculture. xxuwjjq
* Opportunitiestocontributetobusinessstrategyandclientserviceinnovation.
Benefits:
* Companypension
* Lifeinsurance
* Cashplan
* On-siteparking
* Workfromhome