Financial Planner

Company:  Capio Recruitment
Location: Sevenoaks
Closing Date: 20/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Financial PlannerLocation: Sevenoaks, KentSalary: up to £65,000 + Generous Bonus OTE £100,000 first yearAre you a skilled financial advisor looking for an exciting opportunity to take over a well-established client bank? We have the perfect role for you!I am working with a reputable financial services firm located in the heart of Kent. Whose commitment to providing exceptional financial advice and personalised service has earned them a loyal and growing client base. As they continue to expand, they are seeking a dedicated and experienced Financial Advisor to join their dynamic team.Key ResponsibilitiesTake over and manage an established client bank, providing tailored financial advice to meet their unique needs.Develop and maintain strong client relationships, ensuring a high level of customer satisfaction.Conduct comprehensive financial reviews and develop effective financial plans.Stay up-to-date with financial regulations, market trends, and best practices.Collaborate with our team of administrators and paraplanners to ensure efficient client service delivery.QualificationsProven experience as a Financial Advisor, with a track record of success.Relevant financial qualifications (e.g., Diploma in Financial Planning, Chartered Financial Planner).Excellent communication and interpersonal skills.Strong analytical and problem-solving abilities.Ability to work independently and as part of a team.BenefitsHybrid Working: Enjoy a flexible working arrangement that suits your lifestyle.Bonus Scheme: Attractive performance-based bonuses.Support: Access to comprehensive admin and paraplanning support.Company Events: Regular company events to foster team spirit and professional development.Free On-site Parking: Hassle-free parking for all employees.Why Join?This is an exceptional opportunity to take on a rewarding role with a respected firm. You will have the chance to build on an existing client base while enjoying a supportive and inclusive working environment. They value work-life balance and offer a range of benefits to ensure team members thrive both professionally and personally.How to ApplyIf you are a passionate Financial Advisor ready to take the next step in your career, we would love to hear from you. Please submit your CV today!
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Capio Recruitment
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