Financial Adviser

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.

• 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.

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.

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.

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.