Financial Divisions
Financial Adviser (Employed)
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Financial Adviser (Employed)
Kent | Hybrid Working
£60,000-£70,000 + Quarterly Bonus + Exceptional Benefits
The Opportunity
Join a highly respected, boutique Chartered Financial Planning firm with an outstanding reputation for delivering exceptional client outcomes. Due to continued growth, the business is seeking an experienced Financial Adviser to inherit and develop an established portfolio of clients while contributing to the firm's ongoing success.
This is a fantastic opportunity to join a genuinely supportive environment where advisers are valued, clients always come first, and long-term relationships are at the heart of the business. Backed by a highly experienced management team, dedicated Paraplanners, and Administrators, you'll be able to focus on what you do best: delivering high-quality financial planning advice and growing client relationships.
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What You'll Be Doing
- Manage and develop an existing client portfolio with approximately £20 million AUM
- Deliver tailored financial planning and wealth management advice
- Build and maintain long-term client relationships through ongoing reviews
- Identify opportunities to grow assets under management and generate new business
- Work collaboratively with experienced Paraplanners and Administrators
- Contribute to the continued growth and success of the firm
What's On Offer
- ✅ Existing client portfolio from day one (£20m AUM)
- ✅ Competitive salary of £60,000-£70,000
- ✅ 30% bonus on all validated new and recurring business
- ✅ Quarterly bonus payments
- ✅ Full Paraplanning and Administration support
- ✅ Hybrid working (3 days in the office)
- ✅ Supportive, collaborative culture
- ✅ Excellent long-term career prospects
- ✅ Comprehensive benefits package
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About You
- Level 4 Diploma qualified as a minimum
- Chartered Financial Planner, or actively working towards Chartered status
- Experience as a Financial Adviser/Financial Planner
- Ideally from an independent or whole-of-market advice background
- Strong relationship-building and communication skills
- Consultative and client-centric approach to financial planning
- Motivated to grow and develop an established client bank
Why Join?
If you're an experienced Financial Adviser looking for a genuinely supportive business that will invest in your success, provide an established client bank, and reward your efforts through an attractive bonus structure, this represents an outstanding opportunity.
Interested?
For a confidential discussion, please get in touch:
Laura Warburton
Financial Divisions
📞 020 3960 1110
📧 lauraw@financialdivisions.co.uk
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