Financial Adviser – Client Book
Kent
£60,0000 to £80,000 base dependant on experience / transferable assets
Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support to chartered.
Full-time | Permanent
This award winning, highly reputable client is seeking a Financial Advisor to join its growing Wealth Management team
It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.
With a strong reputation and a collaborative culture, it offers the perfect platform for ambitious professionals looking to make a real impact.
Financial Adviser Role:
- Manage a portfolio of clients, delivering bespoke financial planning and investment advice
- Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
- Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
- Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
- Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
- Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base
Financial Advisor Requirements:
- Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred
- Proven track record of client retention, asset growth, and delivering exceptional service
- Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
- Excellent interpersonal, communication, and relationship-building skills
- Client-first mindset with the ability to navigate complex financial needs
Financial Adviser What’s on Offer:
- A competitive negotiable remuneration package with performance-based incentives
- Access to a high-quality client base
- Full paraplanning and administrative support to allow you to focus on client relationships
- Opportunities for continued professional development and progression to leadership roles
- A flexible, collaborative, and forward-thinking work environment
Financial Adviser in Kent employer: Rayment Recruitment Careers
Join a highly regarded accountancy practice in Bury St Edmunds, where you will thrive in a friendly and supportive environment that values employee growth and development. With a diverse client portfolio and opportunities to supervise junior team members, this role offers not just a competitive salary of £40,000 per annum, but also a chance to build strong professional relationships and advance your career in a well-established firm.
Contact Details:
Rayment Recruitment Careers Recruitment Team
