Financial Adviser

Westerham Financial Services Ltd; Borough Green; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in Borough Green seeks a dedicated Financial Adviser to manage existing clients and seek new opportunities. Responsibilities include providing personalized financial advice, conducting assessments, and maintaining strong client relationships. This role offers a salary based on experience and potential OTE of up to £105,000 per annum, along with a full compensation package for discussion.

Qualifications

• Proven ability to analyze clients' needs and offer tailored guidance.
• Strong understanding of investments and retirement planning.
• Experience in regulatory compliance and market analysis.

Responsibilities

• Provide tailored financial advice to clients including financial planning and investment strategies.
• Review clients' financial goals and conduct thorough assessments.
• Maintain client relationships through regular meetings and ensure adherence to ethical standards.

Skills

Financial Planning

Analytical Skills

Client Relationship Management

Investment Knowledge

Retirement Planning

Communication Skills

Education

Diploma or Chartered Financial Planner certifications

Job description

Company Description

Westerham Financial Services Ltd, a Senior Partner Practice of St. James’s Place Wealth Management which is based in and around Kent, provides personalized, confidential, and tailored financial advice. Committed to helping clients achieve their life goals, the company offers structured and ongoing management of finances. Known for building long-term relationships, the practice focuses on creating client-centric solutions in a dynamic financial landscape, supported by St. James’s Place’s renowned wealth management approach. Led by Director Ben Curry, a Chartered Financial Planner and Fellow of the Chartered Insurance Institute, the practice prides itself on its professionalism, integrity, and adherence to high ethical standards.

Role Description

We are seeking a dedicated servicing Financial Adviser who is ready to review an existing client bank while also prepared to find seek out new opportunities. The Financial Adviser will be responsible for providing tailored financial advice to clients, which includes financial planning, retirement planning, and investment strategies. Responsibilities also include reviewing clients' financial goals, conducting thorough assessments of their financial situations, and offering solutions aligned with clients' best interests. The Adviser will maintain client relationships through regular meetings and ensure adherence to industry regulations and ethical standards.

The role will come with a basic salary which will vary dependant on experience. In addition to this, there will be OTE of up to £105,000 per annum. Full compensation package is available for discussion.

Qualifications

• Expertise in Financial Planning and Financial Advisory, with a proven ability to analyze clients' needs and offer tailored guidance.
• Solid understanding of Investments and Retirement Planning to help clients optimize their financial portfolios and secure their futures.
• Strong foundation in general Finance, including regulatory compliance, market analysis, and wealth management strategies.
• Excellent interpersonal and communication skills to build and maintain trusted, long-term client relationships.
• Qualifications such as Diploma or Chartered Financial Planner certifications are highly advantageous.
• Commitment to ethical financial advising and staying updated with industry trends and regulations.