At a Glance
- Tasks: Manage and develop a client bank while providing top-notch financial advice.
- Company: Respected financial planning business with a strong heritage in Maidstone.
- Benefits: Competitive salary, bonus scheme, pension, and modern office perks.
- Other info: Dynamic team environment with excellent career development opportunities.
- Why this job: Inherit a substantial client base and grow into a face-to-face advisory role.
- Qualifications: Must hold CAS and have strong relationship-building skills.
The predicted salary is between 50000 - 50000 £ per year.
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.
- 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.
Financial Adviser in Chatham employer: CFP JOBS
Join a long-established financial planning business in Maidstone, where you will benefit from a supportive and collaborative work culture that prioritises exceptional client service. With a clear pathway for career progression and the opportunity to manage an established portfolio of clients, this role offers not only competitive earnings but also a vibrant office environment equipped with modern facilities. Enjoy the flexibility of a hybrid working pattern while being part of a team that values your growth and success.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Chatham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. Building relationships can lead to referrals and insider info about job openings.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. Show off your interpersonal skills and confidence, and don’t forget to ask insightful questions that demonstrate your interest in the role and the company culture.
✨Follow Up
After an interview, send a thank-you email to express your appreciation for the opportunity. This not only shows your professionalism but also keeps you fresh in their minds. A little follow-up can go a long way!
✨Apply Through Our Website
Make sure to apply directly through our website for the best chance of landing that Financial Adviser role. We love seeing candidates who take the initiative and show genuine interest in joining our team!
We think you need these skills to ace Financial Adviser in Chatham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Adviser role. Highlight your relationship-building skills and any tech-savvy experiences, as these are key for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how you can contribute to our vibrant office culture. Don’t forget to mention your CAS qualification!
Showcase Your Client Management Skills:Since you'll be managing up to 300 clients, it's crucial to demonstrate your organisational skills and ability to maintain excellent service standards. Share specific examples of how you've done this in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at CFP JOBS
✨Know Your Client Bank
Before the interview, take some time to familiarise yourself with the existing client bank you'll be managing. Understand the demographics and needs of these clients, as well as any recent trends in financial planning that could impact them. This will show your potential employer that you're proactive and ready to hit the ground running.
✨Showcase Your Relationship-Building Skills
Since this role heavily relies on managing relationships, prepare examples from your past experiences where you've successfully built rapport with clients. Be ready to discuss how you maintain those relationships over time, especially in a desk-based and face-to-face advisory context.
✨Demonstrate Your Tech Savviness
As the job requires using technology to manage client workloads efficiently, come prepared to discuss the tools and software you've used in previous roles. Highlight any specific technologies that are relevant to financial advising, and be ready to explain how they helped you optimise your workflow.
✨Express Your Ambition for Growth
The company is looking for someone motivated to transition into a fully client-facing role. During the interview, share your career aspirations and how you plan to develop your skills over the next few years. This will demonstrate your commitment to personal growth and align with the company's vision for your future.
