Chartered Financial Advisor | Values-Driven, No Targets

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

Job summary

A local financial planning firm in the UK is seeking a Chartered Financial Advisor to join their team in Maidstone or Folkestone. This role emphasizes delivering quality service to high net worth clients without the pressure of sales targets, allowing for organic growth of client portfolios. The firm values strong relationships with clients and provides full support through its administration and compliance team. Working primarily in the office, this position offers a collaborative team culture and no weekend or evening work.

Benefits

Competitive salary to be discussed

Up to 1 day at home for admin

Loyal team environment

Qualifications

• You must be a qualified and experienced Financial Advisor.
• Focus on delivering great service rather than chasing sales.
• Experience in advising high net worth clients is essential.

Responsibilities

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

Skills

Strong technical expertise

Values-driven approach

Experience with HNW clients

Education

Chartered qualification or close to achieving

Job description

A local financial planning firm in the UK is seeking a Chartered Financial Advisor to join their team in Maidstone or Folkestone. This role emphasizes delivering quality service to high net worth clients without the pressure of sales targets, allowing for organic growth of client portfolios. The firm values strong relationships with clients and provides full support through its administration and compliance team. Working primarily in the office, this position offers a collaborative team culture and no weekend or evening work.