Financial Adviser jobs in Southborough

Role Overview

The main purpose of this role is to manage and grow a portfolio of affluent and high-net-worth clients. We advise across the board with key areas of focus on retirement planning and execution, long-term wealth creation and preservation, and later life planning. Our Chartered Financial Planners work alongside our Mortgage Advisers, and collaborate with solicitors and accountants to deliver comprehensive, holistic financial advice to our private and corporate clients.

We are seeking an experienced Chartered Financial Planner to become a key part of our thriving team at AV Trinity. The ideal candidate will bring with them an existing client bank, free from any restrictive covenants, which will be subject to due diligence as part of our recruitment process. This is a fantastic opportunity to continue delivering exceptional financial advice within a supportive and successful firm.

Key Responsibilities

Your primary responsibility is to manage and grow a portfolio of affluent and high-net-worth clients to enable the business to meet its objectives. Your day to day responsibilities will include the following:

·Completing annual reviews of existing clients, ensuring ongoing suitability of advice, and appropriateness of fees in line with business objectives

·Promptly contacting leads when received, and arranging initial meetings

·Onboarding new clients in line with business objectives

·Providing initial advice to new and existing clients, charging appropriate fees in line with business objectives

·Building relationships with professional connections to generate quality client referrals

·Working with the Paraplanning and Administration teams to ensure accurate client suitability reports and other advice-related documents, and accurate client data held on our back-office systems

Additionally, you will need to:

· Ensure that suitable client outcomes are delivered without exception

· Manage and prioritise workloads appropriately, working closely with the Paraplanning and Administration teams

· Maintain an up to date CPD record

· Adhere to all AML and financial crime rules

· Create and maintain a culture of positivity, support, and mutual respect

· Support other colleagues in terms of workload and training as and when required

· Follow strict regulatory rules and guidelines, and the firm’s policies and procedures at all times

· Adhere to ethical and good codes of conduct and practices as detailed by the firm, the CII and the FCA

Qualifications, Knowledge, Skills and Experience

· Must have achieved Chartered status (QCF Level 6), ideally through the CII/PFS

· Highly experienced, having provided independent financial advice to clients, addressing a broad range of financial needs

· You must have:

o Excellent communication, interpersonal and listening skills

o Strong literacy, numeracy and IT skills

o Excellent time-management skills and the ability to juggle a busy workload

o High levels of accuracy and attention to detail

o The ability to work well both independently and within a team

o The ability to take on board feedback to develop skills and ways of working

o An ethical and professional approach to work

· Experience of using Intelliflo Office (IO – formerly Intelligent Office), CashCalc and Dynamic Planner desirable but not essential (training will be provided)

Job Types: Full-time, Permanent

Pay: £72,000.00-£77,000.00 per year

Additional pay:

• Bonus scheme

Benefits:

• Additional leave
• Company events
• Company pension
• Free parking
• Life insurance
• Private medical insurance
• Work from home

Application question(s):

• Do you have your own client bank that you are able to bring with you to a new employer?

Work Location: Hybrid remote in Royal Tunbridge Wells TN4 8BS

Reference ID: IFA (Indeed)
Expected start date: 01/06/2025