trainee financial advisor jobs in Kent

You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence. Key Responsibilities

You will liaise with clients to gather relevant information, request terms from market & existing providers, analyse the market feedback, produce a report and recommendation to clients, instruct insurers to proceed – including relevant completion of forms etc,

You will work alongside an experienced adviser, learning their client bank and gradually taking ownership to ensure a seamless experience for every client. If you are Chartered (CII Level 6) or close to and eager to grow, this role offers the perfect platform to develop into a fully-fledged adviser while delivering tailored financial solutions that make a lasting impact.

Description : As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring,...

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will receive full support from their team, including administration, paraplanning, T&C and compliance.

You must be a qualified and experienced Financial Advisor with strong technical expertise

You will prepare and test for your SIE, S6, S63, S65, and state Life & Health licenses. Upon successful completion of the licensing phase First Command may offer you the opportunity to join our paid training program with a local district office.

You will be a natural "people" person, with exceptional communication skills, with the ability to confidently and quickly build relationships with clients both face-to-face and over the phone.

You will have drive, determination, and motivation to exceed targets set and contribute to team success.

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team.

Financial Advisor Providing holistic financial planning advice to existing NFU Mutual customers Partnering with local Agencies of NFU Mutual and developing relationships with their customers Field based position with frequent travel around Kent, Surrey and East Sussex About the role NFU Mutual is growing, and as a Financial Advisor you’ll be at the heart of this growth, providing advice for...

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team.

You will be a natural "people" person, with exceptional communication skills, with the ability to confidently and quickly build relationships with clients both face-to-face and over the phone.

You will have drive, determination, and motivation to exceed targets set and contribute to team success.

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will receive full support from their team, including administration, paraplanning, T&C and compliance.

You must be a qualified and experienced Financial Advisor with strong technical expertise

You will liaise with clients to gather relevant information, request terms from market & existing providers, analyse the market feedback, produce a report and recommendation to clients, instruct insurers to proceed – including relevant completion of forms etc,

You will work alongside an experienced adviser, learning their client bank and gradually taking ownership to ensure a seamless experience for every client. If you are Chartered (CII Level 6) or close to and eager to grow, this role offers the perfect platform to develop into a fully-fledged adviser while delivering tailored financial solutions that make a lasting impact.

You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence.

You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

You will work alongside an experienced adviser, learning their client bank and gradually taking ownership to ensure a seamless experience for every client. If you are Chartered (CII Level 6) or close to and eager to grow, this role offers the perfect platform to develop into a fully-fledged adviser while delivering tailored financial solutions that make a lasting impact.

The Company:A well respected and professional financial planning firm with ambitious growth plans The Role: The Employee Benefits Healthcare Advisor will market review exercises for Group Risk and Healthcare policies. You will liaise with clients to gather relevant information, request terms from market & existing providers, analyse the market feedback, produce a report and recommendation to...

You will work alongside an experienced adviser, learning their client bank and gradually taking ownership to ensure a seamless experience for every client. If you are Chartered (CII Level 6) or close to and eager to grow, this role offers the perfect platform to develop into a fully-fledged adviser while delivering tailored financial solutions that make a lasting impact.