Financial Advisor

Financial Adviser Client Book
\n Kent
\n £60,0000 to £80,000 base dependant on experience / transferable assets

Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support to chartered.

Full-time | Permanent

This award winning, highly reputable client is seeking a Financial Advisor to join its growing Wealth Management team

It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.

With a strong reputation and a collaborative culture, it offers the perfect platform for ambitious professionals looking to make a real impact.

Financial Adviser Role:

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• Manage a portfolio of clients, delivering bespoke financial planning and investment advice
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• Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
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• Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
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• Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
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• Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
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• Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base
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Financial Advisor Requirements:

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• Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred
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• Proven track record of client retention, asset growth, and delivering exceptional service
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• Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
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• Excellent interpersonal, communication, and relationship-building skills
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• Client-first mindset with the ability to navigate complex financial needs
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Financial Adviser Whats on Offer:

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• A competitive negotiable remuneration package with performance-based incentives
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• Access to a high-quality client base
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• Full paraplanning and administrative support to allow you to focus on client relationships
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• Opportunities for continued professional development and progression to leadership roles
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• A flexible, collaborative, and forward-thinking work environment
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