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Bromley
Financial planner
Financial Adviser

Financial Adviser

Synchronicity Group

Posted 14 hours ago, valid for a month

Bromley, Kent BR2 9HT, England

Full Time

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Sonic Summary

Our client, a growing independent financial advisory firm, is seeking a Financial Planner to manage an existing client book.
The ideal candidate will have 1-2 years of advising experience and should be Level 4 qualified (CII/CISI/LIBF).
Candidates with a background in paraplanning will find this role beneficial, as some technical paraplanning work is expected.
The position offers a negotiable salary based on experience, along with a bonus structure.
This role is primarily office-based with one day a week of remote work, allowing for personal contribution to the firm's growth.

Our client is a growing IFA who are truly independent - offering whole of market financial planning advice and independently owned and growing organically.

We have a fantastic opportunity for a Financial Planner to join them to service an existing client book. This would suit someone with 1-2 years advising experience, perhaps supporting a more senior Advisor with their book but ready to take ownership of their own clients. You will be supported by Adminstrators and Paraplanners, but expected to do some of your own technical paraplanning so a Paraplanning background would be helpful.

Naturally, you will grow your book through client referrals and there is also a lead generation programme to assist you but the emphasis of this role will not be focused on BD unless someone already has a flair for this.

More importantly, you will be Level 4 qualified (CII/CISI/LIBF) and be comfortable working in a small company environment where you can add real value to the continued growth of the firm and be part of their ongoing journey.

This role is office based with 1 day per week working from home.

Salary is negotiable, depending on experience and there is a bonus structure on top.

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