Review Team Advisor
Financial Adviser (Review Team) - Chatham £45,000+ Basic Salary (DOE) + Bonus Office-Based Urgent Requirement Are you a Level 4 qualified Financial Adviser looking to join a thriving, client-focused financial planning firm with genuine career progression? We are working with a highly successful and growing Independent Financial Planning practice in Chatham. Due to continued growth, they are looking to appoint a Financial Adviser to join their established Review Team and play a key role in servicing and developing an existing client portfolio. This is an exciting opportunity to join a supportive and collaborative team where you''ll gradually inherit up to 250 existing clients, allowing you to focus on building trusted relationships while also developing new business opportunities. The Opportunity Joining a successful team dedicated to looking after existing clients, you will act as the principal adviser, delivering high-quality financial planning advice across pensions, investments and protection. With a strong flow of existing business and an excellent support structure including experienced Paraplanners and Administrators, you''ll be given every opportunity to succeed whilst building a long-term career within the business. Success in the role will be measured by client retention, client satisfaction, and your ability to generate and win new business opportunities. There is also a clear leadership pathway, with the potential to progress into a supervisory or management ..... full job details .....
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