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Financial advisor

Financial Divisions
Financial advisor
Posted: 27 November
Offer description

Financial Adviser – Maidstone

Salary: up to £75k

Employment Type: Full-Time | Office-Based

Ready to take your financial planning career somewhere that values proper relationship building over hard-sell tactics? We’re representing a well-established Chartered advice business in the Maidstone area that believes in doing things properly — no shortcuts, no nonsense. With plans to double in size over the next five years, they’re looking for a motivated and client-focused Financial Adviser to join their friendly and ambitious team.

Working with a high-quality, loyal client base — from business owners to trustees and families across generations — you’ll deliver tailored financial advice across investments, pensions, tax and estate planning. This firm genuinely treats clients like humans, not account numbers. And they expect their advisers to do the same.

What You’ll Be Doing

* Providing fully holistic financial advice with a focus on long-term client relationships
* Managing and growing a portfolio of affluent clients
* Conducting regular client reviews and ensuring advice remains compliant and suitable
* Working collaboratively with a tight-knit advice team
* Supporting business development through referrals and recommendations (no cold-calling heroics required)
* Keeping up to speed with legislation, tax and product changes

What You’ll Need

* Ideally 2+ years as a Financial Adviser (but strong juniors on the road to CAS are very welcome)
* A proven ability to build trust and rapport — especially with HNW clients
* Strong technical knowledge across pensions, investments, estate planning and tax
* Excellent communication skills and attention to detail
* A car and driving licence
* A genuine desire to do right by clients

What’s On Offer

* Competitive salary + benefits package
* 25 days holiday + Christmas shutdown
* Pension, private medical and vehicle allowances
* Exam funding and professional development support (including towards Chartered status)
* Office only — because community matters and remote doesn’t always cut it

If you’re a driven Adviser who’s passionate about client-first financial planning — and you fancy working somewhere where the kettle is always on and the atmosphere is more “real world” than “boardroom buzzwords” — we’d love to hear from you.

📩 Apply now to discuss this opportunity in confidence to joc@financialdivisions.co.uk

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