Job Description
+ Bonus + Full Study Support to Chartered + Comprehensive Benefits Package
Our client is a wonderful privately owned and fully independent financial advisory firm with an office based in Maidstone, and is looking to appoint a Junior Financial Adviser to join their growing team.
With significant assets under management and a highly loyal client bank – the majority based in and around Kent – this is a business that has grown the right way: organically, through word-of-mouth referrals and long-standing professional connections. They also enjoy a strong referral stream from a well-established local accountancy firm, which means a consistent flow of quality clients.
Our client has been operating for many years, offering whole of market advice to retirees, families, business owners, charities, trusts, and professional clients with investable assets ranging from £100k to £20m - delivering truly holistic financial planning across investments, pensions, retirement, and estate planning.
We have worked closely with this firm for a number of years and have successfully placed 9 members of their team during that time — a reflection not only of their growth, but of the positive, long-term environment they offer.
This is a high-calibre firm, and they are looking to welcome an articulate, competent, and ambitious Junior Financial Adviser to the family. All current Advisers are Chartered or studying towards Chartered status, and operate to exceptionally high standards, with a genuine focus on doing what’s right for the client. Just as importantly, they are a genuinely lovely group of people – professional, down-to-earth, and collaborative. It’s a firm where people build rewarding long-term careers.
The Opportunity
They are looking for an adviser who has at least 2 years’ experience in a Junior Financial Adviser role and has achieved Competent Adviser Status.
This is not a “sit and wait” opportunity. You’ll be working alongside experienced Chartered Advisers, developing your client bank over time, and benefiting from strong internal support and referral flow. You’ll be encouraged to build lasting client relationships and develop your own professional reputation within the Kent area.
Full study support towards Chartered status will be provided and actively encouraged – it’s very much part of the firm’s culture, standards, and long-term vision.
What’s on Offer
* Salary of £50,000 – £60,000 per annum
* Annual discretionary bonus (with openness to adopting alternative bonus structures)
* Comprehensive benefits package (Company pension scheme, Death in Service, Private Medical Insurance, Medical Cash Plan, and Fixed Car Profit Scheme)
* Full study support towards Chartered status
* Strong referral flow and loyal client base
* A genuinely supportive, high-quality working environment
* 4 days per week working from their Maidstone office, with 1 day working from home
* 33 days holiday (25 days + 8 days public/bank holiday)
If you’re a technically capable and ambitious Junior Financial Adviser who wants to align yourself with a respected, Chartered independent financial advisory firm – and you’re looking for somewhere you can truly put down roots and grow – this could be a fantastic next step.
If this role is of interest, please send your CV to Harry at Financial Divisions.