Financial Advisor

TieTalent; Maidstone; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading IFA firm in Maidstone seeks an experienced Financial Advisor for a home-based role, where you'll manage existing clients and develop a portfolio through referrals. Enjoy comprehensive back-office support and gain opportunities for professional development. A competitive salary and benefits are offered based on experience.

Benefits

Holiday pay

Phone

Laptop

Bonus structure for excellent OTE

Access to in-house training programmes

Qualifications

• Open to individuals early in their advising career or highly experienced.
• Proven track record in converting business opportunities.
• Individuals close to Chartered status are preferred.

Responsibilities

• Understand clients' current and future goals and design strategies matching their objectives.
• Convert business opportunities from marketing initiatives and build portfolio through referrals and networking.
• Deliver advice via in-person meetings, virtual meetings, or at regional offices.

Skills

Social Media

Networking

Education

Level 4 Diploma qualified Financial Advisor

CAS status for financial planning advice

Job description

About

Are you an experienced Financial Advisor in Maidstone / Kent, seeking an employed role based from home with quality leads and existing clients provided?

This is a unique opportunity to join a highly respected IFA firm that continually improves its client proposition and features in industry press for its success.

The business can typically provide you with an existing client bank to take over, either due to internal changes or a retiring Adviser. Your goal is to understand your clients' current and future goals and design easy-to-understand strategies matching their objectives.

Alongside servicing the provided clients, you should aim to convert business opportunities from their marketing initiatives and proactively build your portfolio through activities such as asking for referrals, networking, and utilizing social media.

You will deliver advice through a mix of in-person meetings at clients' homes or businesses, virtual meetings via Microsoft Teams, or at regional offices.

Financial Advisor Requirements

• Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
• Open to individuals early in their advising career or highly experienced
• Proven track record in converting business opportunities
• Individuals close to Chartered status are preferred

Support and Development

Full back-office support with specialist Administrators, Paraplanners, and Compliance Managers. Research, report writing, and client investment reviews are handled for you, freeing your time for client engagement.

Access to in-house training programmes and support towards becoming a Chartered Financial Planner.

Benefits

• Salary of £50,000 - £75,000 depending on experience and qualifications
• Additional benefits include holiday pay, phone, laptop, and a bonus structure for excellent OTE
• Home-based role with travel to meet clients and use of regional offices
• Self-employed option available

Location

Maidstone / Kent

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Nice-to-have Skills

• Social Media
• Networking

Work Experience

• Finance & Accounting

Languages

• English