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

Call
us now on 0208 0044 154 or click Apply

Liability
and Disclaimer

Whilst
Premier Jobs UK uses all reasonable efforts to ensure the information contained
in our adverts including any salary, benefits or on target earnings are
accurate, we give no representation or warranty in respect of such information.
No liability is accepted by Premier Jobs UK for any loss or damage which may
arise out of any person relying on or using any information.