Financial Advisor

This employed, Independent Financial Advisor job in Chatham is well suited to an individual with some experience and looking to take their advising career to the next level

You will benefit from some existing clients and leads being generated, which typically have assets of 200k - 500k. You should undertake a review of their financial planning needs and provide quality, long-term advice to them. The business regularly receive new clients from client referrals, high-quality professional introducers (Accountants and Solicitors) and marketing initiatives. Combined with clients you self-generate, you should be able to grow your client bank.

In addition, you will benefit from their established infrastructure, which has proven to make Advisors successful. The tools available include:

• Excellent back office support available on hand to assist you comprising of Paraplanners, Administrators, Compliance, Operations and IT
• Proven lead support
• Support towards your Chartered exams to enhance your knowledge and scope of advice
• Able to offer independent financial advice, enabling you to provide appropriate advice for clients
• Full training and development plan to support your ongoing progression

Independent Financial Advisor Requirements

• You should have some experience as a Financial Advisor
• You must hold your full Level 4 Diploma in Financial Planning or equivalent
• You should uphold ethics of putting the client first
• If you can bring business with you, that would be beneficial but not essential

The Company

Our client company is a long established, medium sized IFA firm who are an ambitious, professional and friendly team. They have built a successful business with high levels of client retention.

Financial Advisor Benefits

• Salary of 40,000 - 50,000 with Year 1 OTE of 75,000 and Year 2 OTE of 100,000+
• Potential to consider offering a guarantee while you build your pipeline
• Upon achieving targets, you will receive car allowance and additional annual bonus
• Working from their impressive offices in Chatham, Kent with normal working hours

Locations

Chatham

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