Chartered Financial Planner (Folkestone)

Premier Jobs UK Limited; Folkestone; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A local financial planning firm in Folkestone is seeking a Chartered Financial Advisor to provide exceptional client service and assist in portfolio growth. The role involves advising high net worth clients primarily through referrals. Candidates should have strong technical expertise and a commitment to holistic financial planning. This position offers a competitive salary, a supportive team environment, and a mainly office-based role with some flexibility for remote work.

Benefits

Competitive salary

Flexible work option

Supportive team environment

Qualifications

• Qualified and experienced Financial Advisor with strong technical expertise.
• Chartered qualified or close to achieving this.
• Values driven, motivated by delivering great service rather than chasing sales.

Responsibilities

• Provide support to clients, assisting portfolio growth.
• Advise high net worth clients through referrals and business enquiries.
• Deliver quality service without a sales-target approach.

Skills

Strong technical expertise

Client relationship management

Holistic financial planning

Education

Chartered financial advisor qualification

Job description

Overview

Location: CT19 4RG, Folkestone, Kent, South East, UK. This employed, Chartered Financial Advisor role is available within a local, independently owned financial planning firm that values client‑first service and technical expertise.

Responsibilities

Provide support to clients, assisting portfolio growth to full capacity. Advise high net worth clients primarily through word‑of‑mouth referrals, professional introducers and business enquiries. Focus on holistic financial planning with strong client relationships. Deliver quality service without a sales‑target approach. Receive full team support, including administration, paraplanning, terms & conditions and compliance.

Qualifications

• Qualified and experienced Financial Advisor with strong technical expertise.
• Chartered qualified or close to achieving this.
• Values driven, motivated by delivering great service rather than chasing sales.

Benefits

• Competitive salary – discussed.
• Mainly office based role with up to 1 day at home for admin catch‑up.
• No evenings or weekend work.
• Loyal team who enjoy working together and where input is valued.

Locations

Maidstone – Folkestone