Jobs

    Self-employed Financial Adviser - Kent, United Kingdom - Tate Recruitment

    Tate Recruitment
    Tate Recruitment Kent, United Kingdom

    1 week ago

    Default job background
    Description
    Financial Advisor

    Location:
    Kent, Hybrid Working

    Basic Salary up to £55,000 with a generous bonus scheme. Are you a Financial Advisor looking for an exciting new challenge/opportunity?

    Our client delivers exceptional financial planning service to their clients, and they will provide you with a client bank to help kick start your journey within the group.

    They have a team of very talented people to help you reach the pinnacle of your career and grow the business.

    There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.

    Key Responsibilities required

    Financial Advisor:
    ~& identifying financial needs for new and existing clients
    ~ holistic financial planning services
    ~ lifestyle planning assessments
    ~ financial recommendations to clients
    ~ client financial reviews
    ~ up to date with regulatory changes
    ~ Requirements for the

    Financial Advisor:
    ~4 qualified (Diploma in Financial Planning)
    ~ in an authorised financial planning role with competent adviser status
    ~

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