Chartered Financial Advisor

Sahasraa Solutions; Folkestone; On-site; GBP 60,000 - 80,000; Full time

Job summary

A local financial planning firm in Folkestone is seeking a Chartered Financial Advisor. You will join a values-driven team focused on delivering quality financial planning without sales targets. The role includes client support to grow your portfolio and fosters a strong company culture. Competitive salary and mainly office-based work with some remote admin days are offered.

Benefits

Competitive salary

Supportive team environment

No evening or weekend work

Qualifications

• Must be a qualified and experienced Financial Advisor.
• Focus on delivering great service rather than chasing sales.

Responsibilities

• Provide clients with support to grow your portfolio.
• Deliver quality, holistic financial planning.
• Build strong client relationships.

Skills

Strong technical expertise

Values-driven mindset

Client relationship management

Education

Chartered qualification or nearing completion

Job description

Overview

This employed, Chartered Financial Advisor job in Folkestone 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 Chartered 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.

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.

Chartered 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

Chartered Financial Advisor Benefits

• Competitive salary to be discussed
• 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

Folkestone

Liability and Disclaimer

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.

LNKD1_UKTJ