At a Glance
- Tasks: Manage a high-value client portfolio and deliver holistic financial planning.
- Company: Established national wealth management firm with a client-first culture.
- Benefits: Starting salary of £75,000 to £90,000, bonuses, and hybrid working.
- Other info: Clear progression pathway to six-figure salary and support for advanced qualifications.
- Why this job: Join a forward-thinking team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience with private clients.
The predicted salary is between 75000 - 90000 £ per year.
If you have the right match for this opportunity, then make sure to apply today. 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.
Where you fit in:
- You will service an acquired, high-value client portfolio.
- 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.
A typical week:
- Conducting face-to-face review meetings with established private clients in the Tonbridge office.
- Delivering holistic financial planning using cash-flow modelling and lifestyle financial planning tools.
- Collaborating with the firm founder during client introductions to ensure seamless relationship transfers.
- Identifying organic growth opportunities, professional connections, and new advice needs across the portfolio.
- Maintaining clear advice records and collaborating with internal administrative support to progress cases.
Financial Planner Requirements:
- Level 4 Diploma in Regulated Financial Planning (DipPFS, DipFA, or equivalent) is essential.
- Proven experience as an authorised Financial Planner or Adviser servicing private clients is essential.
- Practical experience with cash-flow modelling and holistic lifestyle planning is essential.
- Demonstrable ability to build collaborative peer relationships and manage multi-year client transitions is essential.
- Chartered Financial Planner status or progression towards Advanced Diploma is desirable.
About the business:
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.
Financial Planner Benefits:
- Starting basic salary of £75,000 to £90,000 depending on experience.
- Activity-based bonus scheme starting from day one.
- Clear progression pathway targeting a six-figure basic salary.
- Hybrid working pattern with approximately two days per week in the Tonbridge office.
- Company pension scheme and corporate benefits package.
- Full support and funding towards Chartered status and advanced qualifications.
What happens next:
Your application comes directly to Premier Jobs UK. Our team reviews every application and responds to every candidate, whether or not you are taken forward. If your background fits, we will arrange an exploratory call to discuss your career goals in detail. We never share your CV or details with our client without your explicit agreement. To explore this Financial Planner role in Tonbridge, apply today.
Financial Planner in 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.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Tonbridge
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Premier Jobs UK Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Tonbridge
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premier Jobs UK Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Premier Jobs UK Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premier Jobs UK Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Premier Jobs UK Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Premier Jobs UK Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
