Financial Advisor

Job Details

Kent, South East, United Kingdom
Tate Recruitment
18.04.2024
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Full Job Description

Financial Advisor


Location: Kent, Hybrid Working


Salary: Basic Salary up to £55,000 with a generous bonus scheme. Achievable OTE of £100k year one and £160k year two onwards.


Are you a Financial Advisor looking for an exciting new challenge/opportunity?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment in the south-east of the UK? 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
  • product research
  • money laundering processes
  • holistic financial planning services
  • lifestyle planning assessments
  • financial recommendations to clients
  • client financial reviews
  • up to date with regulatory changes
  • with professional partners
  • to marketing initiatives
  • an up-to-date Statement of Professional Standing
  • in ongoing CPD activities


Requirements for the Financial Advisor:

  • 4 qualified (Diploma in Financial Planning)
  • in an authorised financial planning role with competent adviser status
  • ambition and attention to detail
  • communication and interpersonal skills


How to Apply:

Please contact Marie McDermott on 02030964533 or email to discuss this superb opportunity.