Independent Financial Adviser

AFH Wealth Management; Royal Tunbridge Wells; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial advisory firm in Royal Tunbridge Wells is seeking an Independent Financial Adviser to manage and develop client portfolios. The role involves understanding clients' financial goals and creating clear strategies to guide them towards financial independence. Strong communication skills and experience in financial advising are essential for this position.

Qualifications

• Experience as a financial adviser or equivalent role.
• Strong communication skills to work with clients.

Responsibilities

• Service and develop an existing client portfolio.
• Understand clients' financial goals and formulate strategies.

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.

In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.

Responsibilities

• Service and develop an existing client portfolio on either an employed or self-employed basis, delivering a high-quality client experience.
• Understand clients' current and future financial goals and formulate clear financial strategies.