Financial Adviser - Client Book
Kent
Financial Adviser – Client Book
Kent
£60,000 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 Adviser to join its growing Wealth Management team.
It takes great pride in 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:
Manage a portfolio of clients, delivering bespoke financial planning and investment advice
Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base
Financial Adviser Requirements:
Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred
Proven track record of client retention, asset growth, and delivering exceptional service
Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
Excellent interpersonal, communication, and relationship-building skills
Client-first mindset with the ability to navigate complex financial needs
Financial Adviser What's on Offer:
A competitive negotiable remuneration package with performance-based incentives
Access to a high-quality client base
Full paraplanning and administrative support to allow you to focus on client relationships
Opportunities for continued professional development and progression to leadership roles
A flexible, collaborative, and forward-thinking work environment
Financial Adviser - Client Book
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Permanent
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|
Kent
|
£60,000 to £80,000 base dependant on experience / transferable assets
Salary Disclaimer
Where a salary range is advertised, the salary offered will be determined by the successful candidate's relevant skills, qualifications and experience, together with the requirements of the role.