At a Glance
- Tasks: Manage and develop a client bank while providing high-quality financial planning support.
- 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 fully face-to-face advisory role.
- Qualifications: Must hold CAS and possess 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 Medway 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 and flexible working arrangements. Embrace the chance to grow your advisory skills alongside experienced professionals in a company that values your development and success.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Medway
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. A warm introduction can make all the difference, especially when it comes to landing that dream role.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your skills align with their needs. Practise common interview questions and be ready to showcase your relationship-building skills and tech-savviness.
✨Tip Number 3
Showcase your client management experience! Be ready to discuss how you've successfully managed client relationships in the past. Highlight your organisational skills and how you use technology to enhance client interactions.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications from motivated candidates who are eager to grow in a supportive environment. Make sure your application stands out by tailoring it to the specific role and company culture.
We think you need these skills to ace Financial Adviser in Medway
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 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 effectively, come prepared to discuss the tools and software you've used in previous roles. Highlight any specific systems that are relevant to financial planning and how you've leveraged technology to enhance client interactions and streamline processes.
✨Express Your Ambition for Growth
The company is looking for someone motivated to transition into a fully face-to-face advisory role. During the interview, share your career aspirations and how you plan to develop your skills further. This will demonstrate your commitment to growth and align with their vision for your future within the company.
