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Financial Advisor

Premier Jobs UK
Posted a day ago, valid for a month
Location

Weavering, Kent ME14, England

Salary

£80,000 per annum

Contract type

Full Time

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Sonic Summary

info
  • The Financial Advisor position in Maidstone is with a local, independently owned financial planning firm focused on organic growth.
  • Candidates should be qualified Financial Advisors with strong technical expertise and ideally Chartered qualified or close to achieving this.
  • The role offers a salary of up to £80,000, which is negotiable, along with a discretionary bonus and additional company benefits.
  • The firm emphasizes quality, holistic financial planning without sales targets, fostering strong client relationships and team camaraderie.
  • This mainly office-based role allows for up to one day of remote work for administrative tasks, with no evening or weekend work required.

This employed Financial Advisor job in Maidstone 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

Maidstone

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Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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