Chartered Financial Planner

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

This employed, Chartered Financial Advisor job in Maidstone or 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.

The 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

• Maidstone
• Folkestone

Call us now on (phone number removed) or click Apply

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