Chartered Financial Advisor | Values-Driven, No Targets

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

Job summary

A local financial planning firm in Maidstone or Folkestone is looking for a Chartered Financial Advisor. You will join a values-driven company that prioritizes client relationships over sales targets, ensuring a supportive environment with dedicated assistance. This role mostly operates from the office, with occasional work from home. The firm, independent for over 30 years, focuses on sustaining growth organically while delivering high-quality financial planning.

Benefits

Competitive salary to be discussed

Up to 1 day working from home

No evenings or weekends work

Qualifications

• Qualified and experienced Financial Advisor with strong technical expertise.
• Motivated by delivering great service rather than chasing sales.

Responsibilities

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

Skills

Strong technical expertise

Values-driven service orientation

Education

Chartered qualification or close to achieving

Job description

A local financial planning firm in Maidstone or Folkestone is looking for a Chartered Financial Advisor. You will join a values-driven company that prioritizes client relationships over sales targets, ensuring a supportive environment with dedicated assistance. This role mostly operates from the office, with occasional work from home. The firm, independent for over 30 years, focuses on sustaining growth organically while delivering high-quality financial planning.