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Financial Advisor

Job Description - Financial Advisor

Financial Advisor

Location: Medway

Salary: £40,000 + Performance bonus!

Contract Type: Permanent

Hours: Full time

We're recruiting on behalf of our client for an experienced and driven Financial Advisor to join their team. In this role, you'll take ownership of an established client base, providing trusted, professional advice and helping clients achieve their long-term financial goals. With the opportunity to grow your own portfolio and earn a performance-based bonus, this is a rewarding role for someone who thrives on building lasting client relationships.

What you'll be doing:

Acting as the main point of contact for an existing client base, providing professional and accurate financial advice
Helping clients work towards their long-term financial goals with clear guidance and reassurance
Growing your own portfolio through business development and new client acquisition
Meeting sales, service and performance targets alongside the wider team
Keeping up to date with market changes and regulation so your advice stays relevant
Working closely with support colleagues to keep client records and recommendations accurate
Meeting clients face to face or by video call
Complying with regulatory requirements and company policies at all timesWhat we're looking for:

Qualification in financial services
Previous experience as a financial adviser
Strong technical knowledge of protection, pensions and investments
Proven ability to build lasting client relationships in person, by phone and by video
Confident with IT
A self-motivated, resourceful, target-driven approach
Excellent attention to detail and interpersonal skills
A genuine client-first mindsetHuntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK
Only candidates based in UK and eligible to work in UK are allowed
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