£45K/yr to £60K/yr
England, United Kingdom
Permanent, Variable

Financial Adviser

Posted by Capio Recruitment Financial Planning.

Financial Adviser

Location: Oxted, Kent

Salary: £45,000 - £60,000

Are you a skilled financial adviser looking for an exciting opportunity to take over a well-established client bank? We have the perfect role for you!

About

I am working with a reputable financial services firm located in the heart of Kent. Whose commitment to providing exceptional financial advice and personalised service has earned them a loyal and growing client base. As they continue to expand, they are seeking a dedicated and experienced Financial Adviser to join their dynamic team.

Key Responsibilities

  • Take over and manage an established client bank, providing tailored financial advice to meet their unique needs.
  • Develop and maintain strong client relationships, ensuring a high level of customer satisfaction.
  • Conduct comprehensive financial reviews and develop effective financial plans.
  • Stay up-to-date with financial regulations, market trends, and best practices.
  • Collaborate with our team of administrators and paraplanners to ensure efficient client service delivery.

Qualifications

  • Proven experience as a Financial Adviser, with a track record of success.
  • Relevant financial qualifications (e.g., Diploma in Financial Planning, Chartered Financial Planner).
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.

Benefits

  • Hybrid Working: Enjoy a flexible working arrangement that suits your lifestyle.
  • Bonus Scheme: Attractive performance-based bonuses.
  • Support: Access to comprehensive admin and paraplanning support.
  • Company Events: Regular company events to foster team spirit and professional development.
  • Free On-site Parking: Hassle-free parking for all employees.

Why Join?

This is an exceptional opportunity to take on a rewarding role with a respected firm. You will have the chance to build on an existing client base while enjoying a supportive and inclusive working environment. They value work-life balance and offer a range of benefits to ensure team members thrive both professionally and personally.

How to Apply

If you are a passionate Financial Adviser ready to take the next step in your career, we would love to hear from you. Please submit your CV today!