Financial Advisor

Join to apply for the Financial Advisor role at Sahasraa Solutions.

This employed, Chartered Financial Advisor job in Folkestone is available within a local, independently owned financial planning firm, which is looking to organically grow its team.

You will be joining a values-driven firm passionate about doing what is right for the client and helping through technical expertise.

As a Chartered Financial Advisor, you will be supported in growing your client portfolio, primarily advising HNW clients. The firm relies on word-of-mouth, professional introducers, and business inquiries for growth.

The firm does not have sales targets; instead, the focus is on delivering quality, holistic financial planning and building strong client relationships.

You will receive full support from their team, including administration, paraplanning, T&C, and compliance. The company values culture and team camaraderie, ensuring new members fit well within the team.

About the Company

Established over 30 years ago, the company is independently owned with no plans to sell. They continue to grow organically, expanding their team to meet increased demand.

Chartered Financial Advisor Requirements

• Qualified and experienced Financial Advisor with strong technical expertise
• Ideally Chartered qualified or close to achieving this
• Motivated by delivering great service rather than chasing sales

Benefits

• Competitive salary to be discussed
• Primarily office-based role with up to 1 day at home for admin
• No evenings or weekends work
• Loyal team valuing each member’s input

Location

Folkestone

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Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Industry: Investment Advice

Referrals can double your chances of interview.

Locations include Ashford, Kent, Canterbury, Dover, with recent postings within the last few weeks.

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