Job Title: Independent Financial Advisor

Salary: £30-40,000 per annum, DOE

Location: Sevenoaks

Our client, an established Accountancy practice, have a rare opening for an Independent Financial Advisor with a minimum Level 4 CII qualification, or equivalent.

Duties include:

* Booking meetings with clients and conducting in depth reviews of their financial circumstances, current provisions, and future aims.
* Researching and analysing market information in order to prepare plans and strategies to suit client requirements.
* Completing risk analyses.
* Keeping up to date with new products and services to the market, and changing legislation, sharing with clients as appropriate.
* Building excellent relationships with clients, developing trust and confidence.
* Reviewing and responding effectively to changing needs and financial circumstances.
* Liaising with other professionals, such as estate agents, solicitors, and valuers.
* Maintaining awareness and adherence to regulatory compliance requirements.



The successful candidate will have:

* Minimum Level 4 CII or equivalent qualification.
* Relevant experience in a customer service, sales, or financial services setting.
* Great communication and relationship building skills.
* Ideally, knowledge and experience using Intelliflo.
* A full UK driving licence.
* Excellent numeracy, literacy, and analysis skills.
* A solid understanding of ethics, discretion, and confidentiality.
* Flexibility and determination.

This is a great opportunity that would suit a newly Level 4 qualified individual looking for their next career move.

If you feel you meet the above criteria, please apply online for immediate consideration.



This role is being handled by Holly Ensoll, Business Support Consultant for Pearson Whiffin Recruitment.



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