Financial Advisor

Award winning Financial Services company

Location: Kent

Basic: £65,000 basic, benefits and defined bonus circa £20,000

Additional benefits:

Overview 

Would you like to join a fantastic team of “face to face” Financial Advisors based throughout the UK?

In response to client demand, this client is excited to be hiring additional Financial Advisors for the teams in the Sussex, Surrey and Kent

On a daily basis you will be in contact with valued clients, offering well respected and industry recognised advice. You will be conscious of regulation and compliance whilst being passionate about client service and the advice you are offering. You will be provided at the outset with an existing advisory client bank in your area, along with marketing leads generated by the business

In addition, you will be expected to use these resources and your prior knowledge to help self-generate business in the longer term

In return, this client will provide a competitive salary and bonus scheme designed to reflect new business, client retention and treating their clients in a fair manner

You will need to be 

  • Customer centric
  • Take the time to understand the aspirations and hopes of the client, to really get to know the person in a holistic style to understand what matters to them for the next 10/15 years
  • Able and enthused to actively follow up the clients provided, with 2-3 leads per week
  • Able to create a high conversion rate on meetings
  • Diploma qualified, working towards Chartered. Ideally a good understanding of annuity products including: 226, 226a, Executive Pension Plans, IPAs and SIPPs. Previous AFPC qualifications: G10 Taxation and Trusts, G60 Pensions, G70 Investment portfolio management, G80 Long-term care, life and health protection, AF3 Pension planning
Interested?

To apply for this role, please use My Application, or alternatively, email your CV to [email protected]

Truestar Talent actively supports your career and our clients, specialising in recruiting for financial services industry

Passionate in finding the right long term happy homes, it’s about matching like-minded people to the right cultures

With a 95% success rate, we are fervent about creating great candidate experiences and championing quality clients in our industry

We are personally interested in you

Refer a Friend Back to Jobs

My Application

Truestar... we manage Talent