Employed Financial Adviser

Anthony Alexandra; Chatham; On-site; GBP 35,000 - 45,000; Full time

Job summary

Anthony Alexandra Independent Financial Adviser – Kent is seeking a qualified Financial Adviser to join its team at its office near Chatham, Kent. This permanent, employed role offers a basic salary of £35,000–£45,000 per year, with realistic on-target earnings of £75,000–£85,000.

You will hold a Level 4 Diploma in Financial Advice and have 1–3 years of industry experience. You will manage an existing client portfolio, provide independent financial advice across pensions, investments and

Qualifications

• Level 4 Diploma in Financial Advice is required.
• 1–3 years of industry experience preferred.

Responsibilities

• Manage an existing portfolio of clients, providing ongoing support while developing and expanding your own client base.
• Offer tailored independent financial advice across pensions, investment planning and protection solutions.
• Carry out regular client meetings and reviews, using face-to-face appointments, telephone consultations and video calls.
• Work closely with fellow Financial Advisers, paraplanners and administrative colleagues to deliver a high standard of service.
• Ensure all recommendations, client interactions and documentation meet FCA requirements and internal compliance standards.
• Develop new business opportunities by building professional networks, nurturing client relationships and generating referrals.

Education

Level 4 Diploma in Financial Advice

Job description

Independent Financial Adviser – Kent

A growing financial planning business is seeking a qualified Financial Adviser to join its team at its office near Chatham, Kent. This is a permanent, employed opportunity offering a basic salary of £35,000–£45,000, with realistic on-target earnings of £75,000–£85,000.

Position Overview

• Location: Near Chatham, Kent
• Employment: Permanent, full-time
• Basic Salary: £35,000–£45,000 per annum
• OTE: £75,000–£85,000
• Qualifications: Level 4 Diploma in Financial Advice
• Experience: Ideally suited to an adviser with 1–3 years of industry experience.

Main Responsibilities

• Manage an existing portfolio of clients, providing ongoing support while developing and expanding your own client base.
• Offer tailored independent financial advice across pensions, investment planning and protection solutions.
• Carry out regular client meetings and reviews, using face-to-face appointments, telephone consultations and video calls.
• Work closely with fellow Financial Advisers, paraplanners and administrative colleagues to deliver a high standard of service.
• Ensure all recommendations, client interactions and documentation meet FCA requirements and internal compliance standards.
• Develop new business opportunities by building professional networks, nurturing client relationships and generating referrals.

About You

You will be a Level 4 qualified Financial Adviser with a genuine commitment to providing client-focused advice. You should be confident managing client relationships, identifying financial planning needs and developing opportunities for business growth, while maintaining the highest standards of professionalism and regulatory compliance