Financial Adviser jobs in Rayleigh
Independent Financial Adviser
Often replies in 3 daysSwarm RecruitmentChatham ME4 4LL- Financial planning services
- Employee discount
- Free parking
- Additional leave
- Company pension
- On-site parking
- Conduct regular financial reviews with clients.
- This is an excellent opportunity for an adviser who enjoys building long-term client relationships and would…
- Recruit UKHarlow
- Paid volunteer time
- On-site parking
- Cycle to work scheme
- We are keen to speak with Level 4 Diploma-qualified financial services professionals, including paraplanners, trainee advisers, administrator, mortgage adviser,…
- Mortgage MattersBasildon SS14 1EU
- Referral programme
- Free or subsidised travel
- Annual leave
- Employee discount
- Sick pay
- Life insurance
- Realistic Earnings (including commission):* £65,000.
- Essential:* A full driving license and your own car.
- Benefits:* Holiday Commission, 33 days paid holiday,…
- Mortgage MattersBasildon SS14 1EU
- Referral programme
- Free or subsidised travel
- Annual leave
- Employee discount
- Sick pay
- Life insurance
- Realistic Earnings (including commission):* £65,000.
- Essential:* A full driving license and your own car.
- Benefits:* Holiday Commission, 33 days paid holiday,…
- Partnership RecruitmentLondon DA1 5GA
- Analyse clients’ financial situations to determine appropriate mortgage options.
- Opportunities generated from existing client relationships.
- View all Partnership Recruitment jobs - London jobs
- Salary Search: MCOB Adviser salaries
- The Openwork PartnershipLondon DA1 5GA
- Analyse clients’ financial situations to determine appropriate mortgage options.
- Opportunities generated from existing client relationships.
- View all The Openwork Partnership jobs - London jobs
- Salary Search: MCOB Adviser salaries
- Mortgage MattersBasildon SS14 1EU
- Referral programme
- Free or subsidised travel
- Annual leave
- Employee discount
- Sick pay
- Life insurance
- Car Allowance:* £3,500 or Company Car - *Essential: *A full driving license.
- Realistic Earnings (including commission):* £70,000 (uncapped—you’re in…
Estate Planning Consultant
Urgently needed1st Line Future PlanningUnited Kingdom2 hires made in past 30 daysTop-rated employer- Introduce clients, where appropriate, to our trusted IFA and Solicitor partners for specialist regulated financial advice or reserved legal services.
- Capio RecruitmentColchester
- On-site parking
- Experience providing independent financial advice.
- Comfortable using financial planning technology and CRM systems.
- Brown & Brown UKBasildon SS14
- Referral programme
- Employee stock purchase plan
- Free parking
- Company pension
- Company events
- The role of the Tradingunderwriter is to evaluate the risk and exposures of customers for new business, mid-term adjustments and renewals.
View similar jobs with this employerVerisureHullbridge SS5 4BG- Company car
- Company pension
- Private medical insurance
- Build confidence in sales with hands-on coaching from day one.
- Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
- Partnership RecruitmentBasildon SS15 6QH
- Analyse clients’ financial situations to determine appropriate mortgage options.
- 50/50 on introduced business.
- 75/25 on self-generated business.
- Partnership RecruitmentColchester CO3 8AS
- We are open to speaking with advisers from a variety of backgrounds and experience levels.
- Office culture around health and fitness.
- View all Partnership Recruitment jobs - Colchester jobs - Mortgage Advisor jobs in Colchester
- Salary Search: Mortgage Adviser salaries in Colchester
- The Openwork PartnershipColchester CO3 8AS
- We are open to speaking with advisers from a variety of backgrounds and experience levels.
- Office culture around health and fitness.
- View all The Openwork Partnership jobs - Colchester jobs - Mortgage Advisor jobs in Colchester
- Salary Search: Mortgage Adviser salaries in Colchester
- The Thinking Schools Academy TrustChatham ME4 4TE
- As Finance Business Partner you will be supporting the strategic development of each designated academy by working closely with the Head of Business Operations,…
- Charles StanleyChelmsford
- In this role, you'll provide high-quality administrative and operational support to both our clients and Wealth Managers, helping to ensure a seamless and…
Independent Financial Adviser
Independent Financial Adviser
Job details
Pay
Job type
Shift and schedule
Benefits
Full job description
Job Description
Job Title: Independent Financial Adviser (Review Adviser)
Salary: up to £60,000 Basic + OTE £75,000 - £90,000
Location: Chatham, Kent – Fully Office-Based
About our clients and the role:
Swarm Recruitment is delighted to be partnering with a growing and genuinely independent Financial Planning business based in Chatham.
The business has built its reputation around putting clients at the heart of everything they do, with a strong focus on quality, long-term relationships and delivering advice that genuinely meets each client's individual needs. With a team of around 14 people, including five Financial Advisers, the firm has developed a strong support structure around its advisers, with experienced Paraplanning and Administration teams allowing advisers to focus on their clients.
The business is continuing to invest in its people, technology and proposition, with a recently upgraded CRM system incorporating AI technology and further developments underway within the office.
They are now looking to appoint a Level 4 qualified Financial Review Adviser to join the team. This is an excellent opportunity for an adviser who enjoys building long-term client relationships and would value the opportunity to inherit and develop a quality client bank.
The successful candidate will initially take responsibility for approximately 200 clients. You will become responsible for servicing these clients, conducting regular reviews and identifying opportunities to provide additional advice where appropriate.
Salary & Benefits:
- Basic Salary: £40,000 - £60,000 depending on experience
- OTE: £75,000 - £90,000
- Performance-related bonus & annual company bonus
- 20% bonus structure following initial validation
- All referred business, including IFA, protection and mortgage opportunities, can contribute towards bonus earnings
- Strong existing client bank to inherit
- Comprehensive Paraplanning and Administration support
- Ongoing training, coaching and professional development
- Holiday allowance that increases with length of service, reaching up to 28 days after five years
- Christmas closure
- Free on-site parking
- Cycle to Work Scheme
- Employee discounts
- Modern office environment with continued investment and improvements
Working Hours:
- Monday – Friday, 9:00am – 5:30pm
- Fully office-based in Chatham
Desired Experience:
The ideal candidate will be an experienced Financial Adviser who is confident dealing directly with clients and is looking for an opportunity to take ownership of an established client bank.
- Level 4 Diploma in Regulated Financial Planning
- Previous client-facing Financial Advice experience
- Strong technical knowledge across pensions, investments and protection
- Experience conducting client reviews and managing ongoing client relationships
- Excellent communication and relationship-building skills
- Commercially aware, with the ability to identify opportunities within an existing client bank
- Strong organisational skills and the ability to manage your own diary and workload
- High level of professionalism and commitment to FCA and regulatory requirements
- A genuine desire to deliver excellent client outcomes
- Intelligent Office (iO) experience would be advantageous but is not essential.
Responsibilities & Duties:
- Take ownership of an established client bank of approximately 200 clients
- Build and maintain trusted, long-term relationships with clients
- Conduct regular financial reviews with clients
- Deliver advice across pensions, investments and protection
- Conduct client meetings face-to-face, by telephone and via video
- Identify additional planning opportunities within the existing client bank
- Develop new business through existing relationships, referrals and your own professional network
- Work closely with Paraplanners and Administrators to ensure clients receive an efficient and high-quality service
- Maintain accurate and compliant client records
- Ensure all advice is delivered in line with FCA regulations and internal compliance procedures
- Work towards agreed KPIs and commercial objectives
- Contribute positively to the wider adviser team and company culture
- Make use of the firm's extensive support structure to maximise time spent with clients
- Maintain a high standard of client communication and service throughout the advice process
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Pay: £75,000.00-£90,000.00 per year
Benefits:
- Additional leave
- Company pension
- Cycle to work scheme
- Employee discount
- Financial planning services
- Free parking
- On-site parking
Work Location: In person