Financial Adviser An exciting opportunity has arisen for a qualified Financial Adviser to join a long-established and highly respected financial planning business based in Maidstone. With a strong heritage and an excellent reputation for delivering exceptional client service, this role offers the chance to inherit a substantial client bank with warm introductions, supported by an experienced team of advisers and financial support professionals. This is initially a desk-based and partly face-to-face advisory role, with a clear pathway over the next two to three years into a fully face-to-face advice position. You will take on an established portfolio of up to 300 clients, making this a fantastic opportunity for someone who is confident managing relationships, highly organised and comfortable using technology to work efficiently and deliver an excellent client experience. The Role Manage and develop an existing client bank of up to 300 clients following a warm handover. Provide high-quality financial planning support through a combination of desk-based and face-to-face advice. Build strong long-term relationships with clients and maintain excellent service standards. Work closely with experienced advisers and support staff in a collaborative team environment. Use technology effectively to manage time, optimise client contact and support business growth. Review and progress client business efficiently, supported by outsourced paraplanning with report turnaround typically within three days. About You The ideal candidate will already hold CAS and be looking for a role where they can build on their advisory experience within a supportive and forward-thinking environment. You will bring energy, drive and enthusiasm, with the confidence to fit into a vibrant office culture and the ambition to develop into a fully client-facing adviser over time. CAS already attained. Strong interpersonal and relationship-building skills. Tech-savvy and able to manage a busy client workload efficiently. Vibrant, driven and full of energy. Motivated to grow into a more face-to-face advisory role. Salary and Benefits The role offers a basic salary up to £50,000 for the right individual. On-target earnings are expected to be around £60,000 in year one, rising to approximately £75,000 to £80,000 in year two. In the first year, the bonus scheme includes a £30,000 validation threshold, with 50% payable on any completed business above this level. Company pension. On-site parking. All travel expenses paid. Modern office environment with excellent facilities. Location and Working Pattern The role is based in Maidstone, working from impressive modern offices with an on-site café and free parking. The standard arrangement is three days in the office and two days from home, although the successful candidate will be expected to spend more time in the office during the initial training period. If you are a qualified Financial Adviser with CAS, looking for a role that offers an existing client bank, genuine long-term development and the support of an experienced team, this is an excellent opportunity to take the next step in your career.
May 23, 2026
Full time
Financial Adviser An exciting opportunity has arisen for a qualified Financial Adviser to join a long-established and highly respected financial planning business based in Maidstone. With a strong heritage and an excellent reputation for delivering exceptional client service, this role offers the chance to inherit a substantial client bank with warm introductions, supported by an experienced team of advisers and financial support professionals. This is initially a desk-based and partly face-to-face advisory role, with a clear pathway over the next two to three years into a fully face-to-face advice position. You will take on an established portfolio of up to 300 clients, making this a fantastic opportunity for someone who is confident managing relationships, highly organised and comfortable using technology to work efficiently and deliver an excellent client experience. The Role Manage and develop an existing client bank of up to 300 clients following a warm handover. Provide high-quality financial planning support through a combination of desk-based and face-to-face advice. Build strong long-term relationships with clients and maintain excellent service standards. Work closely with experienced advisers and support staff in a collaborative team environment. Use technology effectively to manage time, optimise client contact and support business growth. Review and progress client business efficiently, supported by outsourced paraplanning with report turnaround typically within three days. About You The ideal candidate will already hold CAS and be looking for a role where they can build on their advisory experience within a supportive and forward-thinking environment. You will bring energy, drive and enthusiasm, with the confidence to fit into a vibrant office culture and the ambition to develop into a fully client-facing adviser over time. CAS already attained. Strong interpersonal and relationship-building skills. Tech-savvy and able to manage a busy client workload efficiently. Vibrant, driven and full of energy. Motivated to grow into a more face-to-face advisory role. Salary and Benefits The role offers a basic salary up to £50,000 for the right individual. On-target earnings are expected to be around £60,000 in year one, rising to approximately £75,000 to £80,000 in year two. In the first year, the bonus scheme includes a £30,000 validation threshold, with 50% payable on any completed business above this level. Company pension. On-site parking. All travel expenses paid. Modern office environment with excellent facilities. Location and Working Pattern The role is based in Maidstone, working from impressive modern offices with an on-site café and free parking. The standard arrangement is three days in the office and two days from home, although the successful candidate will be expected to spend more time in the office during the initial training period. If you are a qualified Financial Adviser with CAS, looking for a role that offers an existing client bank, genuine long-term development and the support of an experienced team, this is an excellent opportunity to take the next step in your career.
Our client is a well-established independent financial advisory business, holding Chartered status, named a winner in the "Best Firms to Work For" category at the Professional Adviser Awards 2026. Midlands - employed Financial Planner: Basic salary is up to £70,000 + £6,000 car allowance and then bonus on top With services available from locations across the East Midlands and London, their passion for providing the highest quality service means you can enjoy the best of both worlds - dedicated personal service and tailored wealth solutions, with appointments offered in-person and online. They provide fully independent advice to personal and corporate clients, including investment management, retirement planning and protection solutions for individuals and businesses." This is a well-established IFA company, which also has some exciting growth plans. They have a lot of investment in their business as they are part of a highly respected high net worth accountancy firm. Professional requirements for Financial Planner role. Excellent communication, interpersonal, presentation and relationship-building skills, with the confidence to ask clients insightful and appropriate questions. Strong active listening skills, with the ability to explain complex financial concepts clearly and in a way clients can easily understand. Qualified to Diploma Level 4 or above, with a clear commitment to continued professional development and further advancement through examinations. Holds a current and valid Statement of Professional Standing (SPS).
May 23, 2026
Full time
Our client is a well-established independent financial advisory business, holding Chartered status, named a winner in the "Best Firms to Work For" category at the Professional Adviser Awards 2026. Midlands - employed Financial Planner: Basic salary is up to £70,000 + £6,000 car allowance and then bonus on top With services available from locations across the East Midlands and London, their passion for providing the highest quality service means you can enjoy the best of both worlds - dedicated personal service and tailored wealth solutions, with appointments offered in-person and online. They provide fully independent advice to personal and corporate clients, including investment management, retirement planning and protection solutions for individuals and businesses." This is a well-established IFA company, which also has some exciting growth plans. They have a lot of investment in their business as they are part of a highly respected high net worth accountancy firm. Professional requirements for Financial Planner role. Excellent communication, interpersonal, presentation and relationship-building skills, with the confidence to ask clients insightful and appropriate questions. Strong active listening skills, with the ability to explain complex financial concepts clearly and in a way clients can easily understand. Qualified to Diploma Level 4 or above, with a clear commitment to continued professional development and further advancement through examinations. Holds a current and valid Statement of Professional Standing (SPS).
Paraplanner - City of London Salary: £40,000 - £47,000 benefits A leading financial services firm in the City of London is seeking an experienced Level 4 Diploma-qualified Paraplanner to join its growing operations team. The successful candidate will play a key role in supporting Financial Advisers, ensuring clients receive high-quality advice while maintaining full compliance with FCA and MiFID II regulations. Responsibilities Preparing Client Financial Plans and Suitability Reports Supporting Advisers with research, analysis, and cashflow modelling Liaising with product providers and third parties Providing technical updates to Advisers and colleagues Ensuring regulatory and compliance standards are met consistently Attending client meetings when required Maintaining awareness of industry and legislative changes Requirements Level 4 Diploma in Financial Planning (DipFA) Minimum of 3 years' paraplanning experience Strong written and verbal communication skills High attention to detail with a proactive, positive approach IT proficiency; knowledge of Voyant, EVPro and FE Analytics advantageous Benefits Salary £40,000 - £47,000 depending on experience Pension, Death in Service, Critical Illness Cover Bonus scheme Flexible working Support towards Chartered Paraplanner qualification This is an excellent opportunity for an ambitious Paraplanner to take the next step in their career within a supportive and forward-thinking firm. With a competitive package, professional development towards Chartered status, and the chance to work at the heart of the City of London, this role offers both challenge and reward. I'd love to hear from you - please send over your CV for immediate consideration and short-listing.
Oct 07, 2025
Full time
Paraplanner - City of London Salary: £40,000 - £47,000 benefits A leading financial services firm in the City of London is seeking an experienced Level 4 Diploma-qualified Paraplanner to join its growing operations team. The successful candidate will play a key role in supporting Financial Advisers, ensuring clients receive high-quality advice while maintaining full compliance with FCA and MiFID II regulations. Responsibilities Preparing Client Financial Plans and Suitability Reports Supporting Advisers with research, analysis, and cashflow modelling Liaising with product providers and third parties Providing technical updates to Advisers and colleagues Ensuring regulatory and compliance standards are met consistently Attending client meetings when required Maintaining awareness of industry and legislative changes Requirements Level 4 Diploma in Financial Planning (DipFA) Minimum of 3 years' paraplanning experience Strong written and verbal communication skills High attention to detail with a proactive, positive approach IT proficiency; knowledge of Voyant, EVPro and FE Analytics advantageous Benefits Salary £40,000 - £47,000 depending on experience Pension, Death in Service, Critical Illness Cover Bonus scheme Flexible working Support towards Chartered Paraplanner qualification This is an excellent opportunity for an ambitious Paraplanner to take the next step in their career within a supportive and forward-thinking firm. With a competitive package, professional development towards Chartered status, and the chance to work at the heart of the City of London, this role offers both challenge and reward. I'd love to hear from you - please send over your CV for immediate consideration and short-listing.
