At a Glance
- Tasks: Support clients with financial planning and build long-term relationships.
- Company: Boutique Wealth Management firm in Kent, expanding after recent acquisition.
- Benefits: Warm leads, flexible client opportunities, and strong support from experienced Sales Manager.
- Other info: Collaborative culture with excellent mentoring and career development opportunities.
- Why this job: Join a growing team and make a real impact in clients' financial futures.
- Qualifications: Experience as a Financial Planner or Wealth Manager is essential.
The predicted salary is between 50000 - 70000 £ per year.
We are working with a growing, boutique Wealth Management firm based in Kent that is entering an exciting phase of expansion following a recent acquisition and full ownership restructure.
The business has spent the past two years investing in its people, infrastructure, and proposition, and is now in a strong position to scale.
With increasing demand, a growing client base, and a refreshed growth strategy, they are now looking to appoint an experienced Financial Planner to support the next stage of development.
This is a newly created role, not a replacement hire.
The Opportunity This is an excellent opportunity for an experienced Financial Planner / IFA / Wealth Manager who is motivated by new business and looking to build something long-term within a supportive, high-quality environment.
The firm offers a strong combination of warm leads, existing client opportunities, and the flexibility for individuals to bring their own clients or introducer relationships if they wish.
A key differentiator is the level of support available.
The business has a dedicated, highly experienced Sales Manager whose sole focus is coaching, mentoring, and developing advisors, alongside a collaborative team culture and strong internal infrastructure.
Client allocation is structured and phased, ensuring quality of advice and long-term relationship building rather than a high-volume approach.
