Financial Advisor

James Frank Associates

Posted 2 days ago, valid for a month

Tunbridge Wells, Kent TN2 5FD

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

Our client, a leading independent Financial Planner, is seeking a Financial Advisor to join their team on a full-time, permanent basis.
The ideal candidate should be fully qualified with a Level 4 qualification and ideally be working towards Chartered status, with a preference for those bringing an existing client base.
Flexible working options are available, but the candidate must be present in the Tunbridge Wells office at least two days per week.
Key responsibilities include conducting annual reviews for existing clients, onboarding new clients, and adhering to FCA guidelines and regulations.
The salary for this position is competitive, and candidates should possess relevant experience in the financial advisory field.

Our client, a leading independent Financial Planner is seeking a Financial Advisor to join them on a full-time, permanently employed basis.

Due to exciting growth our client is looking for a fully-qualified Financial Advisor to join them on a full-time basis, ideally bringing an existing client-base with you whilst building a strong bank of new clients, working closely with the team where you will be provided with full paraplanning support.

The ideal candidate will hold their Level 4 qualification and ideally be looking to work towards Chartered status.

Flexible working is available however you will be expected in the Tunbridge Wels office at least 2 days per week.

Key Responsibilities:

- Complete annual reviews of existing clients, ensuring suitability of ongoing advice is to a high standard

- Strong understanding of industry regulations and products, providing the best and most suitable advice where possible

- Onboarding new clients

- Build on your existing bank of clients

- Build a strong network of professionals in order to receive strong and effective referrals for new business

- Ensure all FCA guidelines and regulations are adhered to

Key Experience:

- Fully qualified Financial Advisor, ideally working towards or looking to work towards Chartered status

- Existing bank of income generating clients, keen to build on this whilst providing continuous advice to existing clients

- Used to networking, building external relationships in order to generate referrals

- Strong understanding of the financial market whilst ensuring knowledge of financial products is maintained at all times

- High level of accuracy and attention to detail at all times

- Confident working both independently whilst also receiving support from a paraplanning team

This is an excellent opportunity for a fully-qualified Financial Advisor to join a thriving business who are leaders within their with an exceptional reputation.

You will receive full paraplanning support leaving you to build your client bank and focus on advising.

CVs are being reviewed so please apply now for immediate consideration.

Apply now in a few quick clicks