Job Description
We have a brilliant opportunity for an experienced IFA/Financial Adviser to join a successful wealth manger in Kent.
The Role
We’re seeking an experienced Financial Planner to join a growing advisory team. This is a fantastic opportunity for a highly qualified professional to work with an established client base and contribute to the continued success of our business.
You will deliver tailored, holistic financial advice across a range of areas, including investments, pensions, retirement planning, estate planning, and protection — ensuring clients achieve their financial goals with clarity and confidence.
Key Responsibilities
- Provide expert, independent financial planning and advice to new and existing clients.
- Build and maintain long-term client relationships based on trust and integrity.
- Conduct comprehensive financial reviews and create bespoke financial plans.
- Work closely with paraplanning and administrative teams to deliver exceptional client service.
- Stay up-to-date with regulatory changes and market developments.
- Identify opportunities for business growth while maintaining the firm’s high ethical standards.
About You
- Minimum 5 years’ experience in financial planning or wealth management.
- Proven track record of providing holistic, client-focused advice.
What is offered:
- Competitive salary and bonus structure.
- Established and loyal client base.
- Ongoing professional development and CPD support.
- Supportive, collaborative team culture.
- Opportunities to contribute to business strategy and client service innovation.
Locations
IFA/Financial Adviser in Kent, Westerham employer: The Coast Partnership Ltd
Join a prestigious UK law firm located in the heart of the City, where you will thrive in a dynamic and supportive work environment. With a strong emphasis on professional development, this role offers excellent opportunities for growth within the Real Estate team, alongside a flexible hybrid working model post-probation. Experience a collaborative culture that values your contributions and fosters meaningful client relationships.
