Financial Planner

Financial Planning Today; Tonbridge; On-site; GBP 75,000 - 90,000; Full time

Benefits offered by this job

Activity-based bonus

Hybrid working pattern

Company pension

Support for Chartered status

Corporate benefits package

Clear progression pathway

Job summary

Premier Jobs UK is helping a respected national wealth management business recruit a Financial Planner for its Tonbridge office. You will take over a high-value client bank, delivering lifestyle financial planning and cash-flow modelling while ensuring smooth transitions from the retiring vendor.

The role offers a starting salary of £75,000 to £90,000 with an activity-based bonus and a clear progression path toward six-figure earnings, plus a hybrid pattern with two days in Tonbridge.

Qualifications

• DipPFS/DipFA Level 4 Diploma is essential.
• Proven authorised Financial Planner/Adviser experience servicing private clients is essential.
• Experience with cash-flow modelling and lifestyle planning is essential.
• Ability to build collaborative relationships and manage multi-year client transitions is essential.
• Chartered status or progression towards Advanced Diploma is desirable.

Responsibilities

• Meet with private clients in Tonbridge office for face-to-face reviews.
• Deliver holistic financial planning using cash-flow modelling.
• Support client transitions during handover with the retiring vendor.
• Identify organic growth opportunities and cross-sell where appropriate.
• Maintain clear advice records and coordinate with admin support to progress cases.

Skills

Cash-flow modelling

Holistic financial planning

Relationship management

Private client servicing

Education

DipPFS / DipFA Level 4 Diploma in Regulated Financial Planning

Chartered Financial Planner or Advanced Diploma progression

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 salaryHybrid 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

What happens next

Your application comes directly to Premier Jobs UK. Our team reviews every application and responds to every candidate, whether or not you are taken forward. If your background fits, we will arrange an exploratory call to discuss your career goals in detail. We never share your CV or details with our client without your explicit agreement.

Liability and disclaimer

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.