Financial Adviser - Truestar Talent Ltd : Job Details

What does your ideal Financial Adviser position look like?

• Would you like an existing High Net Worth client bank that you could further grow and develop?
• Providing holistic Financial Planning advice, putting your clients first?
• Working whole of market as a Financial Adviser?
• Would you like to work for an organisation who has an excellent staff retention?

The successful applicant for the Financial Adviser role will enjoy a great package with the following benefits: -

• Circa £50,000 - £78,000 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.

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.

A Financial Advisers 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.

The successful candidate must have:

• Level 4 Diploma for Financial Advisers (DipFA®)
• 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.

Office

• Very modern office, 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 para planner (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.

Career Progression: - In 2-3 years, my clients will be looking for someone additionally to join the board (from within).

Are you interested?

For immediate short-listing please forward please forward you CV, for an immediate response