Financial Adviser (fully employed)

Financial Divisions; Sevenoaks; Hybrid; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Financial Divisions seeks an experienced Financial Adviser to join as an employed role, supporting an established client base and growing assets under management. The package includes a salary of £60-75K, negotiable by experience, plus quarterly bonuses.

The ideal candidate will hold Level 4, preferably Chartered via CII or on the path to qualification, with an independent/whole of market background. Expect £20 million AUM to manage, with opportunities to expand the client book.

Qualifications

• Experience as a financial adviser or planner in a client-facing role.
• Must have Level 4 qualification; Chartered status preferred or in progress.

Responsibilities

• Support an existing client base and develop assets under management.
• Provide paraplanning and administration support.
• Operate in a hybrid role with three days in the office.

Skills

Financial advisory

Client relationships

Consultative selling

Education

Level 4 qualification

CII Chartered preferred

Job description

FINANCIAL ADVISER OPPORTUNITY (EMPLOYED)

Salary £60-75K (negotiable dependent on level of experience) and quarterly bonuses

Our client, a well established boutique chartered firm with an excellent reputation and environment require an additional Financial Adviser to support an existing client base and further develop their assets under management. The business is truly supportive, has highly experienced, long serving staff and management team and puts the client first in all aspects of their operation.

Key details as follows:

Experienced Adviser/Planner required, level 4 essential, preferably chartered via CII or on way to qualification

Preferably from an independent/whole of market background

C £20 Million AUM to be managed, with the ability to further build the client book

30% Bonus paid on all new and recurring business (after validation)

Hybrid working, 3 days in office

Full Paraplanning and Administration support

Truly supportive environment

If you are an experienced, consultative Financial Adviser looking for an excellent business to back you in achieving your goals this represents the ideal opportunity