Financial Adviser

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