Client-Focused Financial Review Adviser

Anthony Alexandra; Maidstone; On-site; GBP 38,000 - 56,000; Full time

Job summary

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

You will manage an existing client portfolio, provide tailored pensions, investments and protection advice, and conduct regular reviews through various channels while ensuring FCA compliance and

Qualifications

• Level 4 Diploma in Financial Advice is required.
• 1–3 years of industry experience or an experienced paraplanner seeking to progress into advisory work.
• Client-focused financial planning experience and a commitment to compliance.

Responsibilities

• Manage and develop an existing client portfolio.
• Provide tailored independent financial advice across pensions, investments and protection.
• Conduct regular client reviews via face-to-face meetings, telephone consultations and video calls.
• Collaborate with Financial Advisers, paraplanners and administrative colleagues to deliver an excellent client experience.
• Ensure all advice, recommendations and documentation comply with FCA requirements and internal standards.
• Generate new business through referrals, networking and relationship development.

Skills

Client relationships

Education

Level 4 Diploma in Financial Advice

Job description

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

You will manage an existing client portfolio, provide tailored pensions, investments and protection advice, and conduct regular reviews through various channels while ensuring FCA compliance and