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Financial Adviser - Salary DOE - Hartley, Kent
Overview:
I am partnered with a dynamic and people focused Financial Planning organistion in the heart of Kent. My client are seeking a client focused and knowledgeable Financial Adviser to join their team. The successful candidate will provide expert guidance to individuals on financial planning, investment strategies and wealth management.
Key responsibilities:
Client Relationship Management
• Build and maintain long-term relationships with clients.
• Conduct comprehensive financial assessments to understand clients’ current
financial situations, goals, and risk tolerance.
Financial Planning & Advisory
• Develop customised financial plans tailored to clients’ needs, including investment strategies, retirement planning, tax optimisation, and estate planning.
• Provide ongoing advice to adjust financial plans in response to changes in clients’ life circumstances or market conditions.
Investment Management
• Recommend appropriate investment options aligned with clients’ goals and risk profiles.
• Monitor investment portfolios and provide regular updates to clients on performance.
Regulatory Compliance
• Ensure all activities comply with legal, ethical, and regulatory standards.
• Maintain accurate records of client interactions and financial plans.
Market Knowledge & Expertise
• Stay informed about financial markets, investment products, tax laws, and economic trends.
• Continuously enhance knowledge through professional development and certifications.
Sales & Business Development
• Identify and pursue opportunities to expand the client base.
• Promote financial products and services that align with clients’ needs and objectives.
Qualifications & Experience
- Minimum of Level 4 diploma for financial advisers
- Minimum of 3 years working as a competent adviser
Benefits:
• Competitive salary and performance-based incentives.
• Professional development and certification reimbursement.
• Private Medical Insurance
• Employee loyal rewards
