Chartered Financial Advisor - Holistic Planning & Growth

Premier Jobs UK; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A local financial planning firm in Maidstone is looking for a qualified Chartered Financial Advisor. This role emphasizes strong client relationships and holistic financial planning without strict sales targets. You will receive comprehensive support from a dedicated team, ensuring a positive work environment. The firm values integrity and teamwork, making it essential for candidates to align with these principles.

Benefits

Competitive salary to be discussed

Office based with some remote admin work

No evenings or weekends work

Supportive team environment

Qualifications

• You must be a qualified and experienced Financial Advisor.
• Strong technical expertise required.
• Motivated by delivering great service rather than chasing sales.

Responsibilities

• Provide clients with support to grow their portfolio.
• Deliver quality, holistic financial planning.
• Collaborate with administration, paraplanning, T&C, and compliance.

Skills

Technical expertise

Client relationship management

Values-driven service

Education

Chartered qualification (or close to)

Job description

A local financial planning firm in Maidstone is looking for a qualified Chartered Financial Advisor. This role emphasizes strong client relationships and holistic financial planning without strict sales targets. You will receive comprehensive support from a dedicated team, ensuring a positive work environment. The firm values integrity and teamwork, making it essential for candidates to align with these principles.