Client-Centric Financial Review Adviser

Anthony Alexandra; Chatham; On-site; GBP 30,000 - 42,000; Full time

Job summary

Anthony Alexandra near Chatham, Kent is seeking a motivated Review Adviser to join its growing financial planning team. This role is ideal for a Level 4 qualified adviser with 1–3 years of industry experience, or an experienced paraplanner looking to progress into advisory work within a supportive environment.

You will manage an existing client portfolio, provide tailored independent financial advice across pensions, investments and protection, and conduct regular client reviews through

Qualifications

• Level 4 Diploma in Financial Advice is required.
• 1–3 years of industry experience or progression from paraplanning.
• Commitment to high-quality, client-focused financial planning.

Responsibilities

• Manage and develop an existing client portfolio and grow relationships.
• Provide tailored independent financial advice across pensions, investments and protection.
• Conduct regular client reviews via face-to-face meetings, phone calls and video calls.
• Collaborate with advisers, paraplanners and staff to deliver an excellent client experience.
• Ensure advice and documentation comply with FCA requirements and internal standards.
• Generate new business through referrals and relationship development.

Skills

Client relationships

Financial planning

Regulatory compliance

Communication skills

Education

Level 4 Diploma in Financial Advice

Job description

Anthony Alexandra near Chatham, Kent is seeking a motivated Review Adviser to join its growing financial planning team. This role is ideal for a Level 4 qualified adviser with 1–3 years of industry experience, or an experienced paraplanner looking to progress into advisory work within a supportive environment.

You will manage an existing client portfolio, provide tailored independent financial advice across pensions, investments and protection, and conduct regular client reviews through