Financial Adviser

Financial AdviserAn exciting opportunity has arisen for a qualified Financial Adviser to join a long-established and highly respected financial planning business based in Maidstone. With a strong heritage and an excellent reputation for delivering exceptional client service, this role offers the chance to inherit a substantial client bank with warm introductions, supported by an experienced team of advisers and financial support professionals.This is initially a desk-based and partly face-to-face advisory role, with a clear pathway over the next two to three years into a fully face-to-face advice position. You will take on an established portfolio of up to 300 clients, making this a fantastic opportunity for someone who is confident managing relationships, highly organised and comfortable using technology to work efficiently and deliver an excellent client experience.The RoleManage and develop an existing client bank of up to 300 clients following a warm handover.Provide high-quality financial planning support through a combination of desk-based and face-to-face advice.Build strong long-term relationships with clients and maintain excellent service standards.Work closely with experienced advisers and support staff in a collaborative team environment.Use technology effectively to manage time, optimise client contact and support business growth.Review and progress client business efficiently, supported by outsourced paraplanning with report turnaround typically within three ..... full job details .....