Job Description \n Taking over an established, highly mature client bank , this permanent Financial Planner role in Tonbridge, Kent offers a starting salary of £75,000 to £90,000, day-one activity bonuses and a realistic trajectory to exceed a six-figure basic within two to three years. \Working in close collaboration with the retiring vendor during a phased, multi-year succession handover, you will step in as the trusted adviser to retain existing relationships, deliver ongoing lifestyle financial planning, and capture natural organic advice opportunities. \n A typical week \n - Conducting face-to-face review meetings with established private clients in the Tonbridge office \n - Delivering holistic financial planning using cash-flow modelling and lifestyle financial planning tools \n - Collaborating with the firm founder during client introductions to ensure seamless relationship transfers \n - Identifying organic growth opportunities, professional connections, and new advice needs across the portfolio \n - Maintaining clear advice records and collaborating with internal administrative support to progress cases \n Financial Planner Requirements \n - Level 4 Diploma in Regulated Financial Planning (DipPFS, DipFA, or equivalent) is essential \n - Proven experience as an authorised Financial Planner or Adviser servicing private clients is essential \n - Practical experience with cash-flow modelling and holistic lifestyle planning is essential \n - Demonstrable ability to build collaborative peer relationships and manage multi-year client transitions is essential \n - Chartered Financial Planner status or progression towards Advanced Diploma is desirable \n About the business \n You will join an established, forward-thinking national wealth management business that pairs structured back-office administration and dedicated management support with an advice-led, client-first culture focused on long-term client retention. \n Financial Planner Benefits \n - Starting basic salary of £75,000 to £90,000 depending on experience \n - Activity-based bonus scheme starting from day one \n - Clear progression pathway targeting a six-figure basic salary \n - Hybrid working pattern with approximately two days per week in the Tonbridge office \n - Company pension scheme and corporate benefits package \n - Full support and funding towards Chartered status and advanced qualifications \n What happens next \n Your application comes directly to Premier Jobs UK. n To explore this Financial Planner role in Tonbridge, apply today. \Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract.
Locations
Wealth Financial Adviser in Kent, Tonbridge employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
