Job Description

Financial Adviser Job – A standout opportunity for an experienced adviser ready for stability, quality clients and long term progression

Are you an established Financial Adviser who loves working face to face with clients and wants to join a genuinely growing wealth firm offering exceptional quality of work and long term prospects? This Financial Adviser job could be the ideal next step for you.

Joining a well structured, referral driven wealth management business, you will take on high quality client meetings, support ongoing relationships and help the business continue its impressive growth trajectory. With continual demand, a strong operations team and a Managing Director keen to share workload, this is a role built for an adviser who wants to focus on advice, not admin.

You will benefit from a consistent flow of warm, well qualified client referrals, excellent paraplanning support and a modern office environment designed to enhance client conversations.

Key aspects of the role include:

• Handling new and existing client meetings involving pensions, investments and wider wealth management
• Conducting annual reviews, supported by an efficient internal paraplanning and admin setup
• Working closely with the MD to support the growth of the firm
• Delivering a high quality, advice led service to affluent and high net worth clients
• Enjoying a modern, welcoming office environment with strong client footfall

Financial Adviser Requirements

• Level 4 Diploma qualified Financial Adviser (essential)
• Minimum of 3 years advising experience within wealth management (essential)
• Comfortable dealing with affluent and HNW clients (essential)
• Experience within a client facing, advice led role (essential)
• Experience bringing any existing clients is desirable but not required

The Company

This is a growing, forward thinking wealth management firm with a long standing reputation for high quality advice and exceptional client retention. With a strong referral network, a robust support team and ongoing investment into processes and systems, the business is well positioned for its next stage of growth.

Financial Adviser Benefits

• Base salary starting from £60,000, with openness to higher salaries depending on experience and what you can offer to the business
• Potential earnings up to £150,000 for Advisers with a meaningful client bank
• Performance related bonuses
• Mainly office based role due to majority of clients preferring to attend their office for client meetings, however flexible arrangements available around this
• Modern serviced office facilities with dedicated meeting rooms and high quality technology

Location

This role is based in the Rochester area. Ideal candidates will live within a commutable distance for regular office work and client meetings.

If you are an experienced adviser seeking a stable, supportive and high quality environment, we encourage you to apply today.

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