Our client, a well-established, Chartered, and independently owned wealth planning firm with offices across Kent, is seeking to appoint an experienced Independent Financial Adviser to support its continued growth.

With substantial assets under management, the firm has developed a strong reputation for delivering high-quality, long-term advice. Many client relationships have been maintained for over 20 years, demonstrating a real commitment to continuity and client care. The client base is broad and includes HNW individuals, retirees, accumulators, families, and business owners.

The firm delivers holistic, whole-of-market advice covering pensions, investments, tax planning, retirement planning, and cashflow modelling. Its Chartered status and multiple industry awards reflect a consistent focus on technical excellence and professionalism.

The Opportunity

This role is well suited to a commercially minded Independent Financial Adviser who is motivated to grow and develop. While there is an existing client bank, there is a clear emphasis on business development, including attending networking events, conferences, and building new relationships to help expand the firm’s presence across the region.

You will be supported by a well-organised and collaborative team, including full paraplanning and administrative support. The business also encourages ongoing professional development, including CPD and further qualifications.

Responsibilities

• Provide holistic financial planning advice across pensions, investments, tax, and retirement planning
• Build and maintain long-term client relationships
• Develop new business through networking and professional connections
• Work closely with paraplanning and administration teams to deliver a high-quality client experience

About You

• Experienced Independent Financial Adviser, ideally from an independent or whole-of-market background
• Strong technical knowledge across core financial planning areas
• Commercially driven with a proactive approach to business development
• Excellent interpersonal and relationship-building skills
• Chartered status, or working towards it, would be an advantage (but not essential)

What’s on Offer

• Salary to £120,000
• Excellent bonus scheme
• Company pension
• Death in Service
• Income Protection
• Medical Cash Plan
• 25 days holiday plus bank holidays
• Hybrid working

This is an excellent opportunity for an Independent Financial Adviser to join a highly regarded and growing firm where you can make a meaningful impact and build a long-term career.

If this role is of interest, please send your CV to Harry at Financial Divisions