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Financial Adviser

Employer
TRUESTAR TALENT LIMITED
Location
Maidstone, Kent, United Kingdom
Salary
Competitive Salary
Closing date
Feb 13, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
My client based in Maidstone Kent is looking for Financial Adviser. This is a real forward thinking, fast paced company that put the clients front and centre which is great! The overall earnings here are really good, with a solid client bank.

Earnings
  • Circa £50,000 basic
  • In your first year, conservatively you should earn about £26,000 on top of your basic (but this is open ended and could be more you will get out of this what you put in)
  • In your second year you should be earning £146,000
  • In your third year you should earning £200,000 per year
  • Bonus

The successful candidate must have:
  • Level 4 Diploma for Financial Advisers (DipFA) (minimum)
  • Level 6 Diploma in Financial Advice (Adv DipFA) or working towards
  • Current or recent held Competent Adviser Status (CAS)
  • Current or recent held Statement of Professional Standing (SPS)
  • Experience as a Financial Adviser within the financial services industry
  • Knowledge and experience of having provided investment, protection, pension solutions and Estate Planning
  • Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues
  • Driving licence and ability to travel.

A Financial Adviser responsibilities include:
  • Providing financial planning, insurance, and investment services to clients
  • Winning new business yearly
  • Ensuring client records are maintained and kept current
  • Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances

Client Bank

Client bank is only with in about a 50-mile radius. You can either do face to face meeting, but the majority of the clients like doing Zoom meetings the choice is yours
  • Product split is 60% pension, 30% investments, 10% protection
  • Average fee is £3,200
  • Average case size is £112,000
  • Client bank is worth about £150,000 ongoing
  • There is a good scope to do well with this client bank of legacy business
  • There are incentives for new ideas to gain new clients and this can be funded as well

Sign off for CAS
  • This is normally about 2 months which includes: 5 live meetings (can be Zoom or face to face), 2 roleplays, file checking

Office
  • Very modern, with its own café and secure parking
  • In the office you will have 3 self-employed and 3 employed financial advisers, 4 admin staff (who do the research) and a trainee paraplanner (all the reports are templated and advisers would not need to spend more than an hour max per report)
  • If less experienced and/or and early on in the role, you will probably in the office every 4 days
  • When up and running you will probably in the office 2 days per week

Progression

In 2-3 years, they will be looking for someone additionally to join the board (from within).

If you would be joining one of the oldest known advisory companies in the UK offering a new and exciting opportunity. Please forward an up-to-date copy of your CV, for immediate shortlisting.

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