Independent Financial Advisor
  £30000 - £40000 per annum + DOE
  Sevenoaks, Kent
  permanent,full-time

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


Job Title: Independent Financial Advisor

Salary: £30-40,000 per annum, DOE

Location: Sevenoaks

Our client, an established Accountancy practice, have a rare opening for an Independent Financial Advisor with a minimum Level 4 CII qualification, or equivalent.

Duties include:

* Booking meetings with clients and conducting in depth reviews of their financial circumstances, current provisions, and future aims.
* Researching and analysing market information in order to prepare plans and strategies to suit client requirements.
* Completing risk analyses.
* Keeping up to date with new products and services to the market, and changing legislation, sharing with clients as appropriate.
* Building excellent relationships with clients, developing trust and confidence.
* Reviewing and responding effectively to changing needs and financial circumstances.
* Liaising with other professionals, such as estate agents, solicitors, and valuers.
* Maintaining awareness and adherence to regulatory compliance requirements.



The successful candidate will have:

* Minimum Level 4 CII or equivalent qualification.
* Relevant experience in a customer service, sales, or financial services setting.
* Great communication and relationship building skills.
* Ideally, knowledge and experience using Intelliflo.
* A full UK driving licence.
* Excellent numeracy, literacy, and analysis skills.
* A solid understanding of ethics, discretion, and confidentiality.
* Flexibility and determination.

This is a great opportunity that would suit a newly Level 4 qualified individual looking for their next career move.

If you feel you meet the above criteria, please apply online for immediate consideration.



This role is being handled by Emily Powell, Head of Business Support for Pearson Whiffin Recruitment.



Not quite the right role but still looking?



Whether you are entry or Executive level, our team of experienced Recruitment specialists can help you with your career. We are Kent's leading independent consultancy and pride ourselves on delivering an exceptional service to both candidates and clients.



Find us on Facebook @PearsonWhiffinRecruitment and Instagram @PearsonWhiffinRecruitment.



By working with us, you will be helping support charities across Kent; we have raised over £50,000 so far!


Advertiser: Agency

Reference: BS/EP/IFA

Posted on: 2023-04-25 11:49:34

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Finance - Sevenoaks, Kent

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Independent Financial Advisor
  £30000 - £40000 per annum + DOE
  Sevenoaks, Kent
  permanent,full-time

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


Job Title: Independent Financial Advisor

Salary: £30-40,000 per annum, DOE

Location: Sevenoaks

Our client, an established Accountancy practice, have a rare opening for an Independent Financial Advisor with a minimum Level 4 CII qualification, or equivalent.

Duties include:

* Booking meetings with clients and conducting in depth reviews of their financial circumstances, current provisions, and future aims.
* Researching and analysing market information in order to prepare plans and strategies to suit client requirements.
* Completing risk analyses.
* Keeping up to date with new products and services to the market, and changing legislation, sharing with clients as appropriate.
* Building excellent relationships with clients, developing trust and confidence.
* Reviewing and responding effectively to changing needs and financial circumstances.
* Liaising with other professionals, such as estate agents, solicitors, and valuers.
* Maintaining awareness and adherence to regulatory compliance requirements.



The successful candidate will have:

* Minimum Level 4 CII or equivalent qualification.
* Relevant experience in a customer service, sales, or financial services setting.
* Great communication and relationship building skills.
* Ideally, knowledge and experience using Intelliflo.
* A full UK driving licence.
* Excellent numeracy, literacy, and analysis skills.
* A solid understanding of ethics, discretion, and confidentiality.
* Flexibility and determination.

This is a great opportunity that would suit a newly Level 4 qualified individual looking for their next career move.

If you feel you meet the above criteria, please apply online for immediate consideration.



This role is being handled by Emily Powell, Head of Business Support for Pearson Whiffin Recruitment.



Not quite the right role but still looking?



Whether you are entry or Executive level, our team of experienced Recruitment specialists can help you with your career. We are Kent's leading independent consultancy and pride ourselves on delivering an exceptional service to both candidates and clients.



Find us on Facebook @PearsonWhiffinRecruitment and Instagram @PearsonWhiffinRecruitment.



By working with us, you will be helping support charities across Kent; we have raised over £50,000 so far!


Advertiser: Agency

Reference: BS/EP/IFA

Posted on: 2023-04-25 11:49:34

I want to receive the latest job alerts for:

Finance jobs in Sevenoaks, 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:

Interim Finance Business Partner

  Commercial Services Interim & Executive Search

  £400 - £700 per day

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Finance Administrator/Assistant

  Recruitment Solutions South East Ltd

  £24-28000

  Tunbridge Wells, Kent

Finance/Insurance Administrator

  Recruitment Solutions South East Ltd

  £24-30,000

  Tunbridge Wells, Kent

Finance Operations Supervisor

  Farrer Barnes Ltd

  £38000 to £42000 per annum

  Sevenoaks, Kent

Personal Accounts Administrator

  Recruitment Solutions South East Ltd

  £28-32000 + benefits

  Tunbridge Wells, Kent

Employee Benefits Administrator

  Goldhawk Associates Ltd

  £25000 to £32000 per annum

  Sittingbourne, Kent

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