Financial Review Adviser

Anthony Alexandra; Maidstone; On-site; GBP 38,000 - 56,000; Full time

Job summary

Anthony Alexandra near Chatham, Kent is seeking a motivated Review Adviser to join the growing financial planning team. The role is ideal for a Level 4 qualified adviser with 1–3 years of industry experience, or an experienced paraplanner aiming to progress into advisory work in a supportive environment.

You will manage an existing client portfolio, provide tailored pensions, investments and protection advice, and conduct regular reviews through various channels while ensuring FCA compliance and

Qualifications

• Level 4 Diploma in Financial Advice is required.
• 1–3 years of industry experience or an experienced paraplanner seeking to progress into advisory work.
• Client-focused financial planning experience and a commitment to compliance.

Responsibilities

• Manage and develop an existing client portfolio.
• Provide tailored independent financial advice across pensions, investments and protection.
• Conduct regular client reviews via face-to-face meetings, telephone consultations and video calls.
• Collaborate with Financial Advisers, paraplanners and administrative colleagues to deliver an excellent client experience.
• Ensure all advice, recommendations and documentation comply with FCA requirements and internal standards.
• Generate new business through referrals, networking and relationship development.

Skills

Client relationships

Education

Level 4 Diploma in Financial Advice

Job description

About the Role

A growing financial planning business is seeking a motivated and client-focused Review Adviser to join its team near Chatham, Kent.

This is an excellent opportunity for a Level 4 qualified adviser with 1-3 years of industry experience, or an experienced Paraplanner looking to progress into an advisory role within a supportive and collaborative environment.

Key Responsibilities

• Manage and develop an existing client portfolio, building long-term relationships and identifying opportunities for growth.
• Provide tailored independent financial advice across pensions, investments and protection.
• Conduct regular client reviews through face-to-face meetings, telephone consultations and video calls.
• Work closely with Financial Advisers, paraplanners and administrative colleagues to deliver an excellent client experience.
• Ensure all advice, recommendations and documentation comply with FCA requirements and internal standards.
• Generate new business through referrals, networking and relationship development.

About You

You will hold a Level 4 Diploma in Financial Advice and be committed to delivering high-quality, client-focused financial planning.

You will be confident managing client relationships, identifying financial planning needs and developing business opportunities, while maintaining high standards of professionalism and regulatory compliance.

This is an excellent opportunity for someone looking to develop their advisory career within a growing business that values client relationships, teamwork and professional development