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Financial Adviser - Client Book
Rayment Recruitment
Kent
£60,000 - £80,000 a year
Permanent, Full-time
Apply now

Job details

Here’s how the job details align with your profile.

Pay

£60,000 - £80,000 a year

Job type

Permanent
Full-time

Full job description

Join a leading wealth management firm where your expertise in financial planning will drive meaningful client relationships and career growth.

Financial Adviser – Client Book
Kent
£60,000 to £80,000 base dependant on experience / transferable assets

Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support to chartered.

Full-time | Permanent

This award-winning, highly reputable client is seeking a Financial Adviser to join its growing Wealth Management team.

It takes great pride in integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.

With a strong reputation and a collaborative culture, it offers the perfect platform for ambitious professionals looking to make a real impact.

Financial Adviser Role:

  • Manage a portfolio of clients, delivering bespoke financial planning and investment advice
  • Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
  • Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
  • Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
  • Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
  • Contribute to business development initiatives, mentoring junior advisers and helping grow the firm's client base

Financial Adviser Requirements:

  • Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred
  • Proven track record of client retention, asset growth, and delivering exceptional service
  • Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
  • Excellent interpersonal, communication, and relationship-building skills
  • Client-first mindset with the ability to navigate complex financial needs

Financial Adviser What's on Offer:

  • A competitive negotiable remuneration package with performance-based incentives
  • Access to a high-quality client base
  • Full paraplanning and administrative support to allow you to focus on client relationships
  • Opportunities for continued professional development and progression to leadership roles
  • A flexible, collaborative, and forward-thinking work environment

Job Types: Full-time, Permanent

Pay: £60,000.00-£80,000.00 per year

Work Location: In person

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