Financial Adviser/Planner

Financial Divisions; Sevenoaks; Hybrid; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid working

Paraplanning support

Administration support

30% Bonus

Job summary

Financial Divisions in Sevenoaks, Kent, is seeking an experienced Financial Adviser on an employed basis. Hybrid role with three days in the office, supported by full paraplanning and administration, to manage and grow a £20M AUM client book.

The package includes a £60k–£75k salary with quarterly bonuses, and a comprehensive benefits package. An ideal candidate will be Level 4-qualified, preferably chartered via CII or on track, and from an independent/whole-of-market background.

Qualifications

• Experienced Adviser/Planner required; Level 4 essential; chartered via CII or on track.
• Preferably from independent/whole of market background.
• C £20 Million AUM to be managed, with ability to build client book.

Responsibilities

• Support existing client base and develop assets under management.
• Hybrid working with 3 days in office; paraplanning and admin support.
• Provide excellent client service in a supportive environment.

Education

Level 4 qualification

CII Chartered status (or on track)

Job description

FINANCIAL ADVISER OPPORTUNITY (EMPLOYED)

Sevenoaks, Kent (hybrid)

Salary £60-75K (negotiable dependent on level of experience) and quarterly bonuses

Our client, a well established boutique chartered firm with an excellent reputation and environment require an additional Financial Adviser to support an existing client base and further develop their assets under management. The business is truly supportive, has highly experienced, long serving staff and management team and puts the client first in all aspects of their operation.

Key details as follows:

Experienced Adviser/Planner required, level 4 essential, preferably chartered via CII or on way to qualification

Preferably from an independent/whole of market background

C £20 Million AUM to be managed, with the ability to further build the client book

30% Bonus paid on all new and recurring business (after validation)

Bonus paid quarterly

Hybrid working, 3 days in office

Full Paraplanning and Administration support

Truly supportive environment

Excellent comprehensive benefits package

If you are an experienced, consultative Financial Adviser looking for an excellent business to back you in achieving your goals this represents the ideal opportunity