Company

Cfp JobsSee more

addressAddressSouth East
type Form of workPermanent, full-time
salary Salary£40,000 - £60,000 per annum, negotiable, inc benefits
CategoryBanking

Job description

Independent Financial Adviser

Basic: £50,000+ and earnings of £200,000 within 3 years from an uncapped bonus structure!

You will take over a HNW client bank at a prestigious whole of market IFA company, who are based in Kent. This established, forward thinking and fast paced whole of market advisory company is offering a High-Net-Worth client bank, great basic and a uncapped bonus etc. As an employed Wealth Planner, you will be on target to be earning £200,000 within in three years and be working for a company with a very high staff retention, who put their clients and staff, first and foremost!

This IFA firm is committed to providing the very best possible service to their clients and Independent Financial Planners. This is a company where IFAs stay, as people thrive!

If you’re looking for a full-time, employed financial advice role, with an exciting forward-thinking company, then this is the role for you! You’ll be providing holistic, Independent Financial advice solutions with an unlimited earnings potential!

This client also provides full support to their IFAs, ensuring they provide the best service possible to their clients

Does this describe you?

  • Self-motivated, efficient, thorough and forward thinking Financial Planner
  • Professional, proactive, and a positive attitude with an ability to multi-task
  • Self-organised and able to prioritise workload to meet agreed deadlines
  • Highly customer focused, with analytical thinking and highly developed interpersonal skills
  • Diploma Qualified to utilise with HNW clients

Your role as an Independent Financial Adviser:

  • Developing a sustainable business model for the provision of advice to clients
  • Providing financial advice to clients on a range of financial planning solutions
  • Actively seeking and identifying new financial planning opportunities with clients
  • Enjoying building and maintaining business relationships with professional connections
  • Meeting and exceeding agreed income and quality control targets
  • Ensuring a high-quality service, so that client needs are regularly reviewed and met

This is a really fantastic opportunity for an ambitious, energetic and motivated individual to join a growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment!

Refer code: 2905267. Cfp Jobs - The previous day - 2024-03-02 15:32

Cfp Jobs

South East

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