Financial Advisor

This employed Financial Advisor job in Folkestone is available within a
local, independently owned financial planning firm, who are looking to
organically grow their team

You will be joining a values driven firm who are passionate
about doing what is right for the client and helping through their technical
expertise.

In your role as a Financial Advisor, you will be provided
with clients with support to assist you in growing the portfolio to full capacity.
Typically, the business advises HNW clients, with most of their growth coming
from word-of-mouth referrals, long standing professional introducers and business
enquiries.

Our client does not have a sales targeted approach,
therefore will not be forcing demanding targets on you. The goal is to deliver
quality, holistic financial planning with strong client relationships, as they
know if that is done correctly, everything will follow from there.

You will receive full support from their team, including
administration, paraplanning, T&C and compliance. The business prides themselves
on their culture and team camaraderie, and ensure that new joiners have the
right fit within the team.

The Company

Our client has been established for over 30 years, and is
independently owned, with no plans to sell out. The business continues to
sustainably grow organically, enabling them to naturally build their team to
meet the increased demand.

Financial Advisor Requirements

• You must be a qualified and experienced
  Financial Advisor with strong technical expertise
• Ideally, you should be Chartered qualified or close
  to achieving this
• Our client is focused on values driven
  individuals who are motivated by delivering great service rather than chasing
  sales

Financial Advisor Benefits

• Salary of up to £80,000 (negotiable) plus
  discretionary bonus
• Company benefits include 10% company pension
  contribution, 25 days holiday plus bank holidays, PMI and cash plan
• Mainly office based role when not visiting
  clients, with up to 1 day at home for catching up on admin
• No evenings or weekends work
• Loyal team who enjoy working together and being
  valued for their input

Locations

Folkestone

Call us now on 0208 0044 154 or click Apply

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