Chartered Independent Financial Adviser

Blakemore Recruitment; Kingston upon Thames; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in Kingston upon Thames is seeking an experienced Financial Planner to take over an existing client bank worth approximately £85 million. The ideal candidate will have at least 2 years of advisory experience and a Level 6 qualification. This role offers a supportive environment to help you succeed, with a focus on conducting financial reviews and developing new business opportunities.

Qualifications

• Minimum of 2 years experience in an advisory role.
• Commitment to ongoing Professional Development.
• Ability to work in a fast-paced environment.

Responsibilities

• Conduct financial reviews and identify suitable opportunities for new business.
• Work in accordance with the firm's guidelines with support from the paraplanning team.
• Manage leads and report into senior management.

Skills

Client rapport

Empathy

Technical competence in advising on pensions

Ability to handle objections

Self-starter

Education

Level 6 qualified Financial Planner (Chartered)

Job description

We are recruiting for a Financial Planning firm in Kingston Upon Thames who have a requirement for someone to take over an existing client bank of approximately £85m from an adviser who will be retiring in the next 12 to 18 months

• Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
• You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team.
• You must have a minimum of 2 year’s experience in an advisory role.
• Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages.
• You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease.
• Level 6 qualified Financial Planner (Chartered)
• Competent Adviser Status in current role.
• Commitment to ongoing Professional Development.
• Ability to work in a fast-paced environment.
• To be a self-starter and be able to manage leads and report into the senior management

This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.