Financial Advisor

Huntress; Chatham; Presencial; GBP 34.000 - 46.000; Jornada completa

Descripción de la vacante

Huntress is recruiting a Financial Advisor for our client in Medway to join an established client base and provide trusted financial guidance.

You will personally advise clients on protection, pensions and investments, help them work toward long-term goals, and grow your own portfolio through new client acquisition while meeting sales and service targets.

Formación

• Qualification in financial services.
• Experience as a financial adviser.
• Knowledge of protection, pensions and investments.
• Proven ability to build lasting client relationships.
• Strong IT skills.
• Self-motivated, resourceful and target-driven.
• Excellent attention to detail and interpersonal skills.
• Client-first mindset.

Responsabilidades

• Act as the main contact for an existing client base, giving professional and accurate financial advice.
• Help clients work towards long-term financial goals with clear guidance.
• Grow your portfolio through business development and new client acquisition.
• Meet sales, service and performance targets with the team.
• Keep up to date with market changes and regulation to keep advice relevant.
• Maintain accurate client records and recommendations with support colleagues.
• Meet clients face to face or by video call.

Conocimientos

Client relationships

Financial advice

IT proficiency

Target driven

Attention to detail

Interpersonal skills

Regulatory knowledge

Educación

Financial services qualification

Descripción del empleo

Financial Advisor

Location: Medway

Salary: £40,000 + Performance bonus!

Contract Type: Permanent

Hours: Full time

We're recruiting on behalf of our client for an experienced and driven Financial Advisor to join their team. In this role, you'll take ownership of an established client base, providing trusted, professional advice and helping clients achieve their long-term financial goals. With the opportunity to grow your own portfolio and earn a performance-based bonus, this is a rewarding role for someone who thrives on building lasting client relationships.

What you'll be doing:

• Acting as the main point of contact for an existing client base, providing professional and accurate financial advice
• Helping clients work towards their long-term financial goals with clear guidance and reassurance
• Growing your own portfolio through business development and new client acquisition
• Meeting sales, service and performance targets alongside the wider team
• Keeping up to date with market changes and regulation so your advice stays relevant
• Working closely with support colleagues to keep client records and recommendations accurate
• Meeting clients face to face or by video call
• Complying with regulatory requirements and company policies at all times

What we're looking for:

• Qualification in financial services
• Previous experience as a financial adviser
• Strong technical knowledge of protection, pensions and investments
• Proven ability to build lasting client relationships in person, by phone and by video
• Confident with IT
• A self-motivated, resourceful, target-driven approach
• Excellent attention to detail and interpersonal skills
• A genuine client-first mindset

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

Diversity and inclusion

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.