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Financial Adviser

CLARITY RECRUITING LTD
Posted 9 days ago, valid for 10 days
Location

Longfield, Kent DA3 8LY, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are looking for an experienced Financial Adviser to establish strong client relationships and deliver customized financial planning and investment guidance.
  • The role requires at least 3 years of experience and a Level 4 Diploma in Financial Advice.
  • Key responsibilities include assessing client needs, developing personalized strategies, and managing ongoing portfolios while ensuring regulatory compliance.
  • The position offers a competitive salary along with performance incentives and benefits such as private medical insurance and professional development support.
  • Strong communication skills and a proactive, results-driven mindset are essential for success in this role.

Financial Adviser

We are seeking an experienced Financial Adviser to build strong client relationships and provide tailored financial planning and investment advice. You will assess client needs, develop personalised strategies covering investments, retirement, tax, and estate planning, and ensure ongoing portfolio management. The role also involves maintaining regulatory compliance, staying up to date with market trends, and contributing to business growth.

Requirements:

  • Level 4 Diploma in Financial Advice (minimum)

  • 3+ years' experience as a financial adviser

  • Strong communication and client relationship skills

  • Results-driven with a proactive approach

Benefits:

  • Competitive salary & performance incentives

  • Professional development support

  • Private Medical Insurance

  • Loyalty rewards

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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