INDEPENDENT FINANCIAL ADVISERS

INDEPENDENT FINANCIAL ADVISERS: Throgmorton Private Capital Ltd

Any relevant experience and qualifications that you can bring to this role will be advantageous. Throgmorton Private Capital Ltd will provide a competitive benefits package in line with the industry, and is an equal opportunities employer. Please visit the website for further information about this role.

Position: Independent Financial Advisers
Location: Gillingham
Hours: Full Time
Salary Guide: £20,000 – £30,000
Last Updated: 26 May 2025
Job Category: Financial Services

Financial Adviser Role:

Providing strategic advice across a variety of financial products and services. Assessing clients overall financial picture, understand their needs and develop a solid financial plan. Guiding clients towards a profitable and secure financial decision.

Other Duties:

• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess clients overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industrys trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals