FM JOBS LIMITED
Financial Planner
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Financial Planner Role
Taking over an established, highly mature client bank, this permanent Financial Planner role in Tonbridge, Kent offers a starting salary of £75,000 to £90,000, day-one activity bonuses, and a realistic trajectory to exceed a six-figure basic within two to three years.
Where You Fit In
You will service an acquired, high-value client portfolio. Working in close collaboration with the retiring vendor during a phased, multi-year succession handover, you will step in as the trusted adviser to retain existing relationships, deliver ongoing lifestyle financial planning, and capture natural organic advice opportunities.
A Typical Week
- Conducting face-to-face review meetings with established private clients in the Tonbridge office
- Delivering holistic financial planning using cash-flow modelling and lifestyle financial planning tools
- Collaborating with the firm founder during client introductions to ensure seamless relationship transfers
- Identifying organic growth opportunities, professional connections, and new advice needs across the portfolio
- Maintaining clear advice records and collaborating with internal administrative support to progress cases
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Financial Planner Requirements
- Level 4 Diploma in Regulated Financial Planning (DipPFS, DipFA, or equivalent) is essential
- Proven experience as an authorised Financial Planner or Adviser servicing private clients is essential
- Practical experience with cash-flow modelling and holistic lifestyle planning is essential
- Demonstrable ability to build collaborative peer relationships and manage multi-year client transitions is essential
- Chartered Financial Planner status or progression towards Advanced Diploma is desirable
About the Business
You will join an established, forward-thinking national wealth management business that pairs structured back-office administration and dedicated management support with an advice-led, client-first culture focused on long-term client retention.
Financial Planner Benefits
- Starting basic salary of £75,000 to £90,000 depending on experience
- Activity-based bonus scheme starting from day one
- Clear progression pathway targeting a six-figure basic salary
- Hybrid working pattern with approximately two days per week in the Tonbridge office
- Company pension scheme and corporate benefits package
- Full support and funding towards Chartered status and advanced qualifications
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What Happens Next
Your application comes directly to Premier Jobs UK. Our team reviews every application and responds to every candidate, whether or not you are taken forward. If your background fits, we will arrange an exploratory call to discuss your career goals in detail. We never share your CV or details with our client without your explicit agreement.
To explore this Financial Planner role in Tonbridge, apply today.
Liability and Disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits, and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
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