Chartered Independent Financial Adviser - All leads provided

We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank. Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.

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• Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
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• You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team.
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• You must have a minimum of 2 year’s experience in an advisory role.
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• Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages.
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• You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease.
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• Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status
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• Competent Adviser Status in current role.
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• Commitment to ongoing Professional Development.
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• Ability to work in a fast-paced environment.
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• To be a self-starter and be able to manage leads and report into the senior management
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This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.