Job description
A high performing Financial Planning organisation are looking to bolster their team in Kent with an important Financial Advisor hire.
This particular opportunity is quite unique for the following reasons:
You will be working closely with an extremely experienced Financial Advisor who has a large/high income portfolio of high net worth private clients
You will work in collaboration with this adviser to facilitate a hand over of their clients to you over an 18 month / 2 year period
There is extremely high earning potential in this book of business but also a fantastic opportunity to develop new business from it and enhance your earnings further.
What we are looking for in an applicant:
Experienced financial planner who can demonstrate year on year high performance and retention of clients and new business development
Technical product knowledge and experience of dealing with high net worth clients across the full product range including investments, pensions, tax and trusts
Someone happy to see clients in their homes/businesses and the office. This is not a desk based advisor role!
You must be willing to be a patient whilst the transition from the current advisor to you takes place. The rewards are there if you are!
The client experience is everything - you must be ethical, personable, knowledgeable and always focusing on the best client outcomes at all times
This is genuinely a rare opportunity and one not to be missed. Alongside all of the above you will also be working for an award winning Financial Planning business with full paraplanning, admin and compliance support which leaves you to do what you do best.
If this role in Kent interests you please apply or
