Employed Financial Adviser

Eden Rose; Tandridge; On-site; GBP 60,000 - 65,000; Full time

Job summary

A well-established Wealth Management practice in Kent is seeking an Employed Financial Adviser to provide expert, independent financial advice across pensions, investments, and holistic financial planning. With an existing client bank available and strong back office support, this role is ideal for someone looking to excel in a supportive environment. Competitive salary and benefits including bonuses, holidays, and professional development opportunities are offered.

Benefits

Competitive salary

Performance-based bonuses

Full paraplanning and administrative support

24 days' holiday + bank holidays

Company pension scheme

Private medical insurance

Sponsorship for professional exams

Paid volunteer leave

Qualifications

• Proven experience as an IFA / Financial Adviser.
• Confident in providing holistic financial planning advice across pensions and investments.
• Self-motivated and ethical.

Responsibilities

• Deliver independent financial advice to new and existing clients.
• Manage and develop long-term client relationships.
• Ensure a seamless client experience.

Skills

Client-centric approach

Interpersonal skills

Communication skills

Tech savvy

Job description

Overview

Employed Financial Adviser. Existing client bank. £60,000 - £65,000 + Bonus (OTE £90,000 - £95,000). Our client is a well-established and fast-growing Wealth Management practice based in Kent, providing expert, independent financial advice across pensions, investments, and holistic financial planning.

This is an excellent opportunity for an experienced Financial Adviser (IFA) seeking a secure, employed role with access to an existing client base as an adviser is retiring in 2026 - no client transfer required. You\'ll join a supportive, professional environment with strong back office and paraplanning support, allowing you to focus on what you do best: delivering outstanding advice and building lasting client relationships.

Responsibilities

• Deliver fully independent financial advice to new and existing clients.
• Manage and develop long-term client relationships.
• Work collaboratively with internal teams to ensure a seamless client experience.
• Achieve performance targets and contribute to the continued growth of the firm.

Rewards & Benefits

• £60,000 - £65,000
• Bonus: Up to £30,000 in the first year (performance and KPI based, including recurring and new business) - Quarterly
• Full paraplanning and administrative support
• 24 days\' holiday + bank holidays
• Birthday holiday
• Company pension scheme
• Private medical insurance
• Financial planning services
• Health & wellbeing programme
• Free onsite parking
• Sponsorship for relevant professional exams and paid study leave
• Paid volunteer and charity leave for recognised events

To be considered for this position

• Proven experience as an IFA / Financial Adviser.
• Confident providing holistic financial planning advice across pensions and investments.
• SPS (CAS isn\'t required)
• Tech savvy - AI, company ChatGPT and PlannerPal are used
• A client-centric approach with strong interpersonal and communication skills.
• Self-motivated, ethical, and focused on delivering exceptional client outcomes.

Apply

Apply today to be considered for this IFA Adviser opportunity. If suitable, one of our specialist consultants will contact you to discuss your experience and goals before presenting your details to the client.

Refer a friend or colleague - receive £200 when we help them secure their next role.

Financial Adviser, IFA, Wealth Management, Chartered Financial Planner, Investment & Pensions Advice