Location: Home-Based / Remote (Office Access Available)
If you enjoy the client-facing side of financial advice but could do without the pressure of chasing leads or hitting rigid KPIs, this could be the perfect next step in your career.
We’re working with a well-established financial planning firm based in Maidstone that puts relationships at the heart of everything they do.
This role is ideal for an advisor who wants to focus on helping clients, not cold calling or prospecting. You’ll inherit a warm, fully serviced client bank and benefit from regular internal referrals. With full paraplanning, compliance, marketing, and admin support, you’ll have the time and space to do what you do best — provide thoughtful, holistic financial advice.
You’ll receive a base salary of up to £75,000, with realistic earnings of £100k+ in your first year through a generous quarterly bonus scheme. The package also includes 25 days’ holiday (plus bank holidays), a 5% employer pension contribution, death-in-service cover, and all business expenses reimbursed. You can work fully remotely or from an office if preferred — whatever suits your style.
Day-to-day, you’ll work closely with your clients, providing advice that supports their long-term goals. You’ll continue to build strong relationships, identify new opportunities within your existing portfolio, and offer flexible meeting options — whether face-to-face or ...