Financial Advisor
Rayment Recruitment
Tonbridge
Job type
full time
Location
Tonbridge, England
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 Whats 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
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