Employed Financial Advisor job in Chatham - client bank provided

The Specialists in Financial Services Recruitment

Job Details

Independent Financial Advisor Financial Advisor
Reference ID: 586
  • Salary/OTESalary of £40,000 with income guarantee for 6 months to match your current earnings
  • Vacancy LocationChatham
  • RemunerationEmployed
  • RegionSouth East
Job description

Are you a Financial Advisor looking for an employed job, with the right level of support to take your career to the next level?

As an Independent Financial Advisor within this IFA firm, you benefit from receiving existing clients with responsibility of undertaking their ongoing financial planning reviews. Typically, their clients have assets of £200k - £500k. In addition, they regularly receive new clients from regular client referrals, high-quality professional introducers (Accountants and Solicitors) and marketing initiatives. Combined with your clients, you could expect to significantly 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

Independent Financial Advisor Requirements

  • You should be an experienced Financial Advisor and should uphold ethics of putting the client first
  • To be considered for this excellent opportunity, you should have some of your own clients to bring with you. Typically, at least £5m - £8m of FuM

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 and OTE of £60,000 - £80,000
  • They will consider providing income guarantee for 6 months to match your current earnings
  • 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

Call us now on 0208 0044 154 or click Apply

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