Financial Adviser – Grow Clients & Wealth (OTE £105k)

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

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.