Independent Financial Advisor
  £40,000 - £75,000
  Chatham, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


Independent Financial Advisor

Salary £35,000 - £75,000

A very exciting opportunity for an experienced financial advisor to join their Medway offices. Their team is focused on delivering financial planning services and having been stablished since 2008 they have taken the market by storm offering a bespoke financial advice in all areas. They combine the expertise of qualified Mortgage Advisers with Financial Planners to support all their clients.

They are an exciting and growing Independent Financial Advisory Company who work hard to create an amazing environment for their team to work within, which in turn allows them to focus their team on delivering an exceptional experience to every person they interact with.

They are currently looking to build on their existing team and are looking for someone who will be excited about the commitment to build on their reputation and take on the challenges helping their company to grow.

Candidate Spec:

They are looking for a Level 4 or above, qualified individual to build a strong client bank and have the capacity and drive to help to support an existing client bank on a permanent, employed basis.

To enable the correct candidate to be the best they can be leads will be provided. They will be looking for a real go-getter and someone who will endeavour to build their business through referral and networking

The role holder will be responsible for providing accurate, professional, and sound financial advice to both new and existing customers. They will be expected to work with the management of the company to reach sales and service targets set down by the Managing Director as part of a team of advisers. A client focused approach is required.

As an approved person you must accept responsibility and demonstrate an understanding for the regulatory aspects and framework of the FCA controlled function that you perform, and ensure you meet and abide by the rules of the FCA’s fit and proper test and comply with the FCA’s Statements of Principle and the Code of Practice. Additionally, you must ensure your compliance with all internal policies, procedures and standards.

The role holder will be expected to conduct client meetings face to face where possible but also via videocall when more suitable.

Key Tasks of the role:

Make your clients confident and excited to join a flexible, client centric organisation with their long-term needs and requirements

To act as the client’s principal financial planner and adviser providing support and education on all financial matters, providing the necessary advice, guidance and reassurance to them in achieving their longer term financial goals - Work with other professionals, ensuring the clients plans are implemented efficiently and effectively

Build your own client bank through a variety of business development techniques.

Utilize your current network, client base and acquisition experience to generate ‘NTB’ clients, which you will in turn be directly rewarded through the competitive performance-based bonus structure.

Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS).

Work closely with a team of para-planners and administrators ensuring all recommendations, client records and MI is maintained and up to date.

Skills & Knowledge Required

A minimum of 2 years previous experience working as an IFA is required
Level 4 qualification is required
Excellent technical knowledge of pension and investment market.
Proven experience of building strong customer relationships over the phone/ via videocall and in person
Experience using the “Intelligent Office” CRM system in financial services is desirable but not essential
Will have great IT skills and willingness to embrace technology.
Will need to be resourceful and have a 'can-do' attitude.
The willingness to learn new skills and be open-minded to change.
The ability to manage own workload and work to deadlines
The most Important attribute is the ability to put your Clients at the centre of everything you do.
Quality-focused with a Customer First approach
Ability to work to deadlines and targets
Excellent attention to detail
Excellent interpersonal and relationship building skills


Advertiser: Agency

Reference: KG5172

Posted on: 2023-05-07 15:17:27

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Finance - Sales - Management - Chatham, Kent

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Independent Financial Advisor
  £40,000 - £75,000
  Chatham, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


Independent Financial Advisor

Salary £35,000 - £75,000

A very exciting opportunity for an experienced financial advisor to join their Medway offices. Their team is focused on delivering financial planning services and having been stablished since 2008 they have taken the market by storm offering a bespoke financial advice in all areas. They combine the expertise of qualified Mortgage Advisers with Financial Planners to support all their clients.

They are an exciting and growing Independent Financial Advisory Company who work hard to create an amazing environment for their team to work within, which in turn allows them to focus their team on delivering an exceptional experience to every person they interact with.

They are currently looking to build on their existing team and are looking for someone who will be excited about the commitment to build on their reputation and take on the challenges helping their company to grow.

Candidate Spec:

They are looking for a Level 4 or above, qualified individual to build a strong client bank and have the capacity and drive to help to support an existing client bank on a permanent, employed basis.

To enable the correct candidate to be the best they can be leads will be provided. They will be looking for a real go-getter and someone who will endeavour to build their business through referral and networking

The role holder will be responsible for providing accurate, professional, and sound financial advice to both new and existing customers. They will be expected to work with the management of the company to reach sales and service targets set down by the Managing Director as part of a team of advisers. A client focused approach is required.

As an approved person you must accept responsibility and demonstrate an understanding for the regulatory aspects and framework of the FCA controlled function that you perform, and ensure you meet and abide by the rules of the FCA’s fit and proper test and comply with the FCA’s Statements of Principle and the Code of Practice. Additionally, you must ensure your compliance with all internal policies, procedures and standards.

The role holder will be expected to conduct client meetings face to face where possible but also via videocall when more suitable.

Key Tasks of the role:

Make your clients confident and excited to join a flexible, client centric organisation with their long-term needs and requirements

To act as the client’s principal financial planner and adviser providing support and education on all financial matters, providing the necessary advice, guidance and reassurance to them in achieving their longer term financial goals - Work with other professionals, ensuring the clients plans are implemented efficiently and effectively

Build your own client bank through a variety of business development techniques.

Utilize your current network, client base and acquisition experience to generate ‘NTB’ clients, which you will in turn be directly rewarded through the competitive performance-based bonus structure.

Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS).

Work closely with a team of para-planners and administrators ensuring all recommendations, client records and MI is maintained and up to date.

Skills & Knowledge Required

A minimum of 2 years previous experience working as an IFA is required
Level 4 qualification is required
Excellent technical knowledge of pension and investment market.
Proven experience of building strong customer relationships over the phone/ via videocall and in person
Experience using the “Intelligent Office” CRM system in financial services is desirable but not essential
Will have great IT skills and willingness to embrace technology.
Will need to be resourceful and have a 'can-do' attitude.
The willingness to learn new skills and be open-minded to change.
The ability to manage own workload and work to deadlines
The most Important attribute is the ability to put your Clients at the centre of everything you do.
Quality-focused with a Customer First approach
Ability to work to deadlines and targets
Excellent attention to detail
Excellent interpersonal and relationship building skills


Advertiser: Agency

Reference: KG5172

Posted on: 2023-05-07 15:17:27

I want to receive the latest job alerts for:

Finance and Sales and Management jobs in Chatham, Kent

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Similar Jobs:

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  Commercial Services Interim & Executive Search

  £400 - £700 per day

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Finance Administrator/Assistant

  Recruitment Solutions South East Ltd

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  Tunbridge Wells, Kent

Internal Sales Executive

  Reed Specialist Recruitment

  £28-£35k + commission

  Kings Hill, Tonbridge and Malling, Kent

Internal Sales Engineer - Mechanical

  Recruitment Solutions South East Ltd

  £up to 40000

  Tonbridge, Kent

Insurance Sales Executive (Motor & Personal)

  NFU Mutual

  Competitive Salary (dependant on experience)

  Ashford, Kent

Experienced Sales Negotiator

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