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 potential, pension, and modern office perks.
- Other info: Dynamic work environment with excellent career growth 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.
Financial Adviser in Maidstone employer: CFP JOBS
Join a highly respected 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. Embrace the chance to grow your advisory skills alongside experienced professionals in a company that values employee development and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Maidstone
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can lead to referrals and insider info about job openings.
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to showcase your financial expertise. Prepare a few case studies or examples of how you've helped clients in the past. This will demonstrate your value and help you stand out from the crowd.
✨Be Tech-Savvy
Since this role requires being comfortable with technology, brush up on the latest financial planning software and tools. Being tech-savvy not only makes you more efficient but also shows that you're ready to adapt to the modern workplace.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you started on this exciting journey!
We think you need these skills to ace Financial Adviser in Maidstone
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 tools you've used to manage client workloads.
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 Experience:Since you'll be managing an existing client bank, share specific examples of how you've successfully built and maintained client relationships in the past. This will show us you're ready for the challenge!
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 Portfolio
Before the interview, take some time to familiarise yourself with 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 Relationship-Building Skills
Since this role involves managing up to 300 clients, be prepared to discuss your approach to building and maintaining strong client relationships. Share specific examples from your past experiences where you've successfully nurtured client connections and delivered exceptional service.
✨Demonstrate Your Tech Savviness
As the job requires using technology to manage client workloads efficiently, be ready to talk about the tools and software you’re comfortable with. Highlight any experience you have with financial planning software or CRM systems, as this will reassure them of your ability to adapt quickly.
✨Express Your Ambition for Growth
This position offers a clear pathway to a fully face-to-face advisory role. Make sure to convey your enthusiasm for professional development and your ambition to grow within the company. Discuss your long-term career goals and how they align with the opportunities available at the firm.
