Financial Planner

Premier Jobs UK Ltd; Tonbridge; Hybrid; GBP 75,000 - 90,000; Full time

Benefits offered by this job

Hybrid working pattern

Company pension

Professional development funding

Job summary

Premier Jobs UK Ltd in Tonbridge is seeking a permanent Financial Planner to service an established high-value client portfolio. You will work alongside the retiring vendor during a phased handover, becoming the trusted adviser to retain relationships and deliver lifestyle planning.

The role includes face-to-face reviews in Tonbridge, using cash-flow modelling tools, and identifying organic growth. A Level 4 Diploma in Regulated Financial Planning is essential, with a clear path to Chartered

Qualifications

• Must have Level 4 Diploma or equivalent.
• Experience as an authorised Financial Planner servicing private clients.
• Proven ability to model cash-flow and deliver holistic lifestyle planning.
• Demonstrated ability to manage multi-year client transitions and build relationships.

Responsibilities

• Conduct face-to-face review meetings with established private clients in the Tonbridge office.
• Deliver holistic financial planning using cash-flow modelling and lifestyle planning tools.
• Collaborate with the founder during client transitions to ensure seamless handover.
• Identify organic growth opportunities and new advice needs across the portfolio.
• Maintain accurate advice records and liaise with admin support to progress cases.

Skills

Client relationship management

Holistic financial planning

Lifestyle financial planning

Succession handover

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS, DipFA, or equivalent)

Tools

Cash-flow modelling

Job description

Taking over an established, highly mature client bank , this permanent Financial Planner role in Tonbridge, Kent offers a starting salary of 75,000 to 90,000, day-one activity bonuses and a realistic trajectory to exceed a six-figure basic within two to three years.

Where you fit in

You will service an acquired, high-value client portfolio. Working in close collaboration with the retiring vendor during a phased, multi-year succession handover, you will step in as the trusted adviser to retain existing relationships, deliver ongoing lifestyle financial planning, and capture natural organic advice opportunities.

A typical week

• - Conducting face-to-face review meetings with established private clients in the Tonbridge office
• - Delivering holistic financial planning using cash-flow modelling and lifestyle financial planning tools
• - Collaborating with the firm founder during client introductions to ensure seamless relationship transfers
• - Identifying organic growth opportunities, professional connections, and new advice needs across the portfolio
• - Maintaining clear advice records and collaborating with internal administrative support to progress cases

Financial Planner Requirements

• - Level 4 Diploma in Regulated Financial Planning (DipPFS, DipFA, or equivalent) is essential
• - Proven experience as an authorised Financial Planner or Adviser servicing private clients is essential
• - Practical experience with cash-flow modelling and holistic lifestyle planning is essential
• - Demonstrable ability to build collaborative peer relationships and manage multi-year client transitions is essential
• - Chartered Financial Planner status or progression towards Advanced Diploma is desirable

About the business

You will join an established, forward-thinking national wealth management business that pairs structured back-office administration and dedicated management support with an advice-led, client-first culture focused on long-term client retention.

Financial Planner Benefits

• - Starting basic salary of 75,000 to 90,000 depending on experience
• - Activity-based bonus scheme starting from day one
• - Clear progression pathway targeting a six-figure basic salary
• - Hybrid working pattern with approximately two days per week in the Tonbridge office
• - Company pension scheme and corporate benefits package
• - Full support and funding towards Chartered status and advanced qualifications