Financial Planner

We are working with a growing, boutique Wealth Management firm based in Kent that is entering an exciting phase of expansion following a recent acquisition and full ownership restructure.

The business has spent the past two years investing in its people, infrastructure, and proposition, and is now in a strong position to scale. With increasing demand, a growing client base, and a refreshed growth strategy, they are now looking to appoint an experienced Financial Planner to support the next stage of development.

This is a newly created role, not a replacement hire.

The Opportunity

This is an excellent opportunity for an experienced Financial Planner / IFA / Wealth Manager who is motivated by new business and looking to build something long-term within a supportive, high-quality environment.

The firm offers a strong combination of warm leads, existing client opportunities, and the flexibility for individuals to bring their own clients or introducer relationships if they wish.

A key differentiator is the level of support available. The business has a dedicated, highly experienced Sales Manager whose sole focus is coaching, mentoring, and developing advisors, alongside a collaborative team culture and strong internal infrastructure.

Client allocation is structured and phased, ensuring quality of advice and long-term relationship building rather than a high-volume approach.

Responsibilities

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• Build and develop a portfolio of HNW and mass affluent clients
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• Generate new business through a combination of firm-provided leads, introducer relationships, and self-generated activity
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• Provide holistic financial planning advice across investments, pensions, protection, and mortgages where appropriate
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• Manage client relationships through high-quality, consultative meetings (typically 1–2 per day)
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• Develop relationships with professionals, business owners, and London-based commuters
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• Work closely with paraplanning and administrative teams to deliver strong client outcomes
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• Engage with ongoing training, coaching, and performance development initiatives
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Requirements

Essential:

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• Level 4 Diploma qualified (or equivalent)
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• Experience as a Financial Advisor / IFA / Wealth Manager
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• Proven ability to generate new business
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• Strong interpersonal and client relationship skills
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• Commercial mindset with a focus on growth and earnings
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Desirable:

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• Existing client bank or introducer network
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• Experience working with HNW clients and business owners
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• Ambition to build a long-term career within a growing firm
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Personal Attributes:

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• Motivated, proactive, and growth-oriented
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• Open to coaching and continuous improvement
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• Professional and client-focused approach
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• Looking for a long-term opportunity rather than a short-term move
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Salary & Benefits

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• Employed role with a flexible basic salary (tailored to the individual)
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• Highly competitive bonus and commission structure
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• Increased earning potential for those opting for lower basic salaries
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• Year 1 OTE expected to exceed £100,000
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• Uncapped earning potential beyond year one
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• Full paraplanning and administrative support
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• Combination of in-house and outsourced paraplanning
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• Ongoing training, coaching, and development
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• Structured onboarding with gradual client introduction
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Working Model

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• Location: Kent / South East London
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• Working pattern: Primarily office-based
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• Flexibility: Client-led flexibility once established in the role
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• Environment: Collaborative, professional, and growth-focused
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Why Apply?

This role offers the chance to join a firm that is actively growing, rather than replacing leavers or maintaining the status quo.

You will be supported by an experienced leadership team, benefit from a steady flow of opportunities, and have the autonomy to build your own client base in a structured and sustainable way.

It’s particularly well suited to advisors looking to move away from large, national firms into a more personal, boutique environment where they can genuinely shape their long-term career.