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Financial Adviser

Employer
Clarity Recruiting
Location
Hartley, Longfield, United Kingdom
Salary
Competitive Salary
Closing date
Jan 31, 2025
View more categoriesView less categories
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Financial Adviser - Salary DOE - Hartley, Kent

Overview:

I am partnered with a dynamic and people focused Financial Planning organistion in the heart of Kent. My client are seeking a client focused and knowledgeable Financial Adviser to join their team. The successful candidate will provide expert guidance to individuals on financial planning, investment strategies and wealth management.

Key

responsibilities:


Client Relationship Management

• Build and maintain long-term relationships with clients.

• Conduct comprehensive financial assessments to understand clients’ current

financial situations, goals, and risk tolerance.

Financial Planning & Advisory

• Develop customised financial plans tailored to clients’ needs, including investment strategies, retirement planning, tax optimisation, and estate planning.

• Provide ongoing advice to adjust financial plans in response to changes in clients’ life circumstances or market conditions.

Investment Management

• Recommend appropriate investment options aligned with clients’ goals and risk profiles.

• Monitor investment portfolios and provide regular updates to clients on performance.

Regulatory Compliance

• Ensure all activities comply with legal, ethical, and regulatory standards.

• Maintain accurate records of client interactions and financial plans.

Market Knowledge & Expertise

• Stay informed about financial markets, investment products, tax laws, and economic trends.

• Continuously enhance knowledge through professional development and certifications.

Sales & Business Development

• Identify and pursue opportunities to expand the client base.

• Promote financial products and services that align with clients’ needs and objectives.

Qualifications & Experience
  • Minimum of Level 4 diploma for financial advisers
  • Minimum of 3 years working as a competent adviser


Benefits:

• Competitive salary and performance-based incentives.

• Professional development and certification reimbursement.

• Private Medical Insurance

• Employee loyal rewards

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