Employed Financial Adviser


Details:
  • Salary: £35,000 - 45,000 - Annum
  • Job Type: Permanent
  • Job Status: Full-Time
  • Salary Per: Annum
  • Location: Chatham Medway
  • Date: 19 hours ago
Description:

Independent Financial Adviser – Kent

A growing financial planning business is seeking a qualified Financial Adviser to join its team at its office near Chatham, Kent. This is a permanent, employed opportunity offering a basic salary of £35,000–£45,000, with realistic on-target earnings of £75,000–£85,000.

Position Overview

* Location: Near Chatham, Kent

* Employment: Permanent, full-time

* Basic Salary: £35,000–£45,000 per annum

* OTE: £75,000–£85,000

* Qualifications: Level 4 Diploma in Financial Advice

* Experience: Ideally suited to an adviser with 1–3 years of industry experience.

Main Responsibilities

* Manage an existing portfolio of clients, providing ongoing support while developing and expanding your own client base.

* Offer tailored independent financial advice across pensions, investment planning and protection solutions.

* Carry out regular client meetings and reviews, using face-to-face appointments, telephone consultations and video calls.

* Work closely with fellow Financial Advisers, paraplanners and administrative colleagues to deliver a high standard of service.

* Ensure all recommendations, client interactions and documentation meet FCA requirements and internal compliance standards.

* Develop new business opportunities by building professional networks, nurturing client relationships and generating referrals.

About You

You will be a Level 4 qualified Financial Adviser with a genuine commitment to providing client-focused advice. You should be confident managing client relationships, identifying financial planning needs and developing opportunities for business growth, while maintaining the highest standards of professionalism and regulatory compliance

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