Independent Financial Adviser
Location: (Maidstone). Hybrid working.
Salary: up to £55k DOE plus generous bonus scheme.
About the Company
The company is a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment for the right person with full company training and career development.
The Opportunity
This is a very exciting opportunity for an Independent Financial Adviser to join an established growing financial planning firm. You we will be working within a hand-picked team of professionals to deliver the highest standard of advice to a client bank that will be assigned to you when you start with the firm.
Financial Advisor duties and responsibilities
Willingness and focus to:
- Engage with a wide range of clients face to face o for annual reviews and transactions
- Move clients onto the right service level
- Do most of their own admin/report writing, although support will be available for more complex areas
- Attention to detail and accuracy, to work towards improving client experience
- Progressing to a higher value/lower quantity client bank over three – four years
- Providing clients with holistic financial advice.
- Design bespoke financial plans for each client.
- Understanding the clients goals and aspirations.
- Gaining referral business from existing clients.
- Identifying and closing new business.
- Keep accurate client records.
- Review all clients in line with company policy and the consumer duty directive.
- Uphold the company name in the highest regard.
- Work alongside your support team and motivate the team.
As an Independent Financial Adviser, you will need:
- Experience: Minimum 2 years in an Independent Financial Advisory role, ideally within fast-paced financial planning environment.
- Qualification Minimum: RQF level 4 Diploma in Financial Planning and / or working towards chartered.
- Detail-Oriented: You have a sharp eye for detail and a passion for getting things right first time.
- Client-Driven: You will advise each individual client to the highest possible standard and recommend a bespoke solution to each client.
- Networking: You are able to network with professional connections and cultivate new business introductions.
- Proactive: A self-starter who takes initiative and thrives in a dynamic setting.
- Tech-Savvy: Comfortable using CRMs, cash flow planning tools, FE analytics.
- Technical Ability: Must have strong Pension, Trust and IHT planning experience.
Desirable
Experience of Intelligent Office back-office system.
- Contact claire.talty-huelin@tate.co.uk to discuss further.
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