At a Glance
- Tasks: Manage and develop a client bank of up to 300 clients with a mix of desk and face-to-face advice.
- Company: Established financial planning business with a strong reputation for client service.
- Benefits: Competitive salary, bonus scheme, pension, and modern office perks.
- Other info: Dynamic work environment with excellent career development opportunities.
- Why this job: Join a supportive team and grow into a fully client-facing adviser 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.
Hybrid Financial Adviser: 300-Client Book & Growth in Chatham employer: CFP JOBS
Join a long-established financial planning business in Maidstone, where you will benefit from a substantial client bank and a supportive team environment. With a vibrant office culture, excellent facilities, and a clear pathway for career growth, this role not only offers competitive earnings but also the opportunity to develop into a fully face-to-face adviser. Enjoy a modern workspace with on-site amenities and flexible working arrangements that promote a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Financial Adviser: 300-Client Book & Growth in Chatham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have a lead on your dream job!
✨Tip Number 2
Show off your personality! When you get the chance for an interview or a casual chat, let your energy and enthusiasm shine through. Employers love candidates who are not just qualified but also a great fit for their team culture.
✨Tip Number 3
Be tech-savvy! Since this role involves using technology to manage client relationships, brush up on relevant tools and software. Familiarity with these can give you an edge and show that you're ready to hit the ground running.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it shows us you’re genuinely interested in joining our team!
We think you need these skills to ace Hybrid Financial Adviser: 300-Client Book & Growth in Chatham
Some tips for your application 🫡
Show Off Your Experience:When you're writing your application, make sure to highlight your relevant experience as a Financial Adviser. We want to see how you've managed client relationships and any tech-savvy skills you have that can help us deliver top-notch service.
Be Personable:This role is all about building strong relationships with clients, so let your personality shine through in your application. We love seeing candidates who are vibrant and driven, so don’t be shy about showcasing your enthusiasm!
Tailor Your Application:Make sure to tailor your application to the job description. Mention how your skills align with managing a client bank and your ambition to grow into a fully face-to-face advisory role. We appreciate when candidates take the time to connect their experience with what we’re looking for.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance to showcase your skills and fit for the role!
How to prepare for a job interview at CFP JOBS
✨Know Your Client Base
Before the interview, take some time to research the types of clients you’ll be managing. Understand their needs and how you can provide tailored financial advice. This will show your potential employer that you're proactive and ready to hit the ground running.
✨Showcase Your Tech Savviness
Since this role requires effective use of technology, be prepared to discuss your experience with financial planning software and tools. Bring examples of how you've used technology to enhance client interactions or streamline processes in your previous roles.
✨Demonstrate Relationship-Building Skills
Think of specific examples where you've successfully built and maintained client relationships. Be ready to share stories that highlight your interpersonal skills and how you’ve managed client expectations, especially in challenging situations.
✨Express Your Growth Ambitions
This position offers a clear pathway to a fully face-to-face advisory role. Make sure to communicate your enthusiasm for professional development and your ambition to grow within the company. Discuss any relevant training or certifications you’re pursuing to further your career.
