Independent Financial Adviser

AFH Wealth Management; Kilndown; On-site; GBP 60,000 - 80,000; Full time

Job description

Overview

Independent Financial Adviser - Kent

This is an opportunity to service and build upon an existing client portfolio on an employed or self-employed basis, delivering a consistent and outstanding client experience.

Responsibilities

• Service and grow an existing client portfolio on an employed or self-employed basis.
• Deliver a consistent and outstanding client experience.
• Understand clients' current and future financial goals and formulate easy-to-understand financial strategies.
• Guide clients toward financial independence.