Financial Adviser

SeventySeven Wealth Management Limited; Royal Tunbridge Wells; Hybrid; GBP 55,000 - 85,000; Full time

Benefits offered by this job

Hybrid working

Paraplanning support

Mentoring

Marketing tools and adviser technology

Business development coaching

Job summary

SeventySeven Wealth Management Limited is seeking an Employed Financial Adviser to build deep client relationships and deliver ongoing service across retirement, investments, protection and estate planning. You will inherit existing client relationships and work with paraplanning and client servicing teams to provide comprehensive financial guidance.

The role offers hybrid working, with regular development, mentoring and support, and a clear path to six-figure earnings as you grow your client

Qualifications

• Level 4 Diploma qualification or working towards completion.
• Strong relationship-builder with excellent communication skills.
• Client-focused and committed to delivering positive outcomes.
• Ambitious, professional and commercially minded.
• Passionate about building a successful career in financial advice.
• Looking for a business where culture and support genuinely matter.

Responsibilities

• Inherit and develop relationships with existing clients across retirement, investments, protection and estate planning.
• Deliver excellent ongoing service and support clients through advisory processes.
• Partner with paraplanning and client servicing teams to support growth and client outcomes.

Job description

Founded on strong values and a commitment to delivering exceptional client outcomes, SeventySeven has built its reputation through trusted advice, personal service and genuine relationships that span generations. We believe the best wealth management advice is delivered face-to-face, taking the time to understand what's important to clients and helping them achieve lasting financial security.

SeventySeven Wealth Management operates from The Old Granary, a characterful office within easy reach of Tunbridge Wells. It's a setting that reflects who we are as a business: professional, welcoming and built for long-term relationships.

Our success has been built on a brilliant culture, a strong sense of community and a shared commitment to doing the right thing for clients every time.

As we continue to invest in our people and grow our advisory team, we're looking for talented individuals who want to build a rewarding long-term career within a supportive and ambitious business.

Employed Financial Adviser

This employed opportunity is ideal for an Adviser who enjoys building deep client relationships and delivering excellent ongoing service.

Package

• Additional earnings through new business activity
• Full support infrastructure including paraplanning and client servicing teams
• Hybrid working and flexibility
• Regular development and mentoring support

You’ll inherit and develop relationships with existing clients, helping them navigate important financial decisions across retirement, investments, protection and estate planning.

Looking for Something More Entrepreneurial?

This route is designed for advisers who want the freedom and earning potential of self-employment, whilst benefiting from the support, infrastructure and development of an established and successful wealth management practice.

Package

• Opportunity to achieve six-figure earnings as you build and grow your client bank
• Hybrid working with flexibility and autonomy
• Ongoing business development coaching and adviser mentoring
• Dedicated paraplanning and client support teams
• Access to marketing, AI and adviser technology tools
• Structured development from experienced advisers and business leaders
• Long-term ownership and value creation opportunities

Why Join SeventySeven?

Structured development, coaching and mentoring

Significant investment in technology, AI and adviser tools

Dedicated paraplanning and client support teams

Direct access to experienced leaders and advisers

Team events and social gatherings throughout the year

A genuine family feel where advisers are valued and supported

You’ll be joining a business that combines traditional values with a progressive outlook. We work hard, support one another and celebrate success together.

Who We’re Looking For

• Level 4 Diploma qualified, or working towards completion
• Passionate about building a successful career in financial advice
• Strong relationship-builder with excellent communication skills
• Client-focused and committed to delivering positive outcomes
• Ambitious, professional and commercially minded
• Looking for a business where culture and support genuinely matter

Whilst Level 4 qualification is preferred, we would still welcome conversations with individuals who are close to completion or can demonstrate exceptional potential and commitment to a career in financial advice.

Visit Us

We’re happy to welcome prospective candidates into the office, meet the team and experience our culture first-hand.

Exceptional support. Outstanding client relationships. A beautiful place to work.