Financial Advisor

Financial Divisions; Sevenoaks; Hybrid; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Healthcare benefits

Pension contributions

Death in Service

Job summary

Sevenoaks-based Financial Divisions is seeking an experienced Financial Adviser to join an established wealth management business. You will provide holistic financial planning to private clients including high-net-worth individuals and families, building long-term relationships and delivering quality advice.

You will work with a supportive team, receive warm client introductions, and access dedicated paraplanning and administration support.

Qualifications

• Minimum Level 4 Diploma in Financial Planning.
• Experience providing holistic financial planning advice to private clients.
• Strong knowledge of pensions, retirement planning and investments.
• Experience with inheritance tax and estate planning, including trusts and gifting.
• Confident advising high-net-worth clients with complex needs.
• Excellent relationship-building and communication skills.
• Collaborative approach with other professionals.

Responsibilities

• Build and maintain long-term relationships with private clients.
• Receive warm introductions through established internal relationships.
• Conduct client meetings and financial reviews, identifying planning opportunities.
• Provide holistic advice across pensions, investments, retirement, IHT and estate planning.
• Develop relationships with professional introducers and grow your client portfolio over time.

Skills

Client relationship building

Communication skills

Collaboration with professionals

Education

Level 4 Diploma in Financial Planning

Job description

Financial Adviser – Established Wealth Management Firm

Sevenoaks | Up to £85,000 DOE + Bonus | Hybrid Working

An excellent opportunity has arisen for an experienced Financial Adviser to join a highly regarded, established wealth management business in Sevenoaks.

This is a particularly attractive opportunity for an adviser who enjoys building long-term client relationships, delivering high-quality financial planning advice and working collaboratively with other professionals.

Unlike many traditional Financial Adviser positions, this role offers access to an established network of existing client relationships, with warm introductions and genuine opportunities to develop your own client portfolio over time.

There is no expectation to bring an existing client bank or spend your days cold prospecting. Instead, you'll have the opportunity to concentrate on what you do best – providing excellent financial advice and developing lasting relationships.

The Role

Working alongside an experienced team, you'll provide holistic financial planning advice to private clients, including high-net-worth individuals and families.

Your responsibilities will include:

• Building and maintaining strong, long-term relationships with private clients.
• Receiving warm introductions through established internal relationships.
• Conducting client meetings, financial reviews and identifying wider planning opportunities.
• Providing holistic advice across pensions, investments, retirement planning, Inheritance Tax and estate planning.
• Developing relationships with professional introducers and building your client portfolio over time.

You'll also benefit from dedicated Paraplanning and Administration support, allowing you to focus on client relationships and advice.

About You

We're looking for an experienced, personable Financial Adviser who takes pride in delivering genuinely client-focused advice.

Ideally, you'll have:

• A minimum Level 4 Diploma in Financial Planning.
• Experience providing holistic financial planning advice to private clients.
• Strong technical knowledge of pensions, retirement planning and investments.
• Good practical experience of Inheritance Tax and estate planning, including trusts and gifting.
• Confidence advising high-net-worth clients with more complex financial planning requirements.
• Excellent relationship-building and communication skills.
• A collaborative approach and the ability to work effectively with other professionals.

Above all, we're looking for someone who is technically capable, approachable and genuinely enjoys looking after clients.

Salary & Benefits

• Basic salary up to £80,000, depending on experience.
• Discretionary performance-related bonus.
• Employer pension contribution
• Death in Service benefit.
• Healthcare benefits.
• 25 days' annual leave plus bank holidays.
• Hybrid working, typically three days in the office and two from home.
• Full Paraplanning and Administration support.

Why Consider This Opportunity?

This is an opportunity to join a financially secure, established wealth management business offering a refreshing approach to financial advice.

You'll have access to warm client opportunities, strong internal support and the freedom to develop meaningful client relationships without the pressure of constantly sourcing new business independently.

For an adviser who enjoys the technical and relationship-building side of financial planning, rather than a heavily sales-driven environment, this could be an excellent long-term career move.