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Financial advisor

Tonbridge
Permanent
Heat Recruitment
Financial advisor
Posted: 4 August
Offer description

Location

Tonbridge

Salary £50000 - £90000 TypePermanent WorkplaceHybrid Ref88629

Financial Advisor
Kent

£50,000 £75,000+ (Negotiable DOE) + Monthly Bonus
Hybrid Working | Employed Role | No Client Book Required

Are you a driven and experienced Financial Advisor looking to join a well-established, high-performing team in Kent? This is a rare opportunity to manage a substantial client base while growing organically through referrals and local connections.

The Opportunity

Join a financial planning firm recently acquired and now part of a wider well-respected group with over £6BN in assets under management, 85 planners, and 20+ offices across the UK. This particular office in Kent has £120M+ AUM across 260 households, where youll be responsible for approximately £80M of this, working with around 180 clients.

This is an employed position only with no need to bring a client book. Instead, were looking for someone proactive, self-sufficient, and passionate about building relationships and expanding their reach locally.

Whats on Offer

1. Salary: £50,000 £75,000+ negotiable depending on experience
2. Bonus: Paid monthly based on new business written
3. Review: Basic salary reviewed after 12 months, with increases tied to performance
4. Funded Support: Full funding and support for Chartered exams and CPD
5. Flexibility: Hybrid working available, but must be local as 75% of client meetings are held on-site
6. Culture: Small, close-knit team with a strong emphasis on cultural fit

Ideal Candidate

7. Level 4 Diploma qualified (Chartered preferred but not essential)
8. Solid experience in financial planning
9. Self-sufficient and confident in generating new business organically
10. Comfortable managing a large book of HNW clients and delivering high-quality advice
11. Local to Tonbridge or surrounding areas for regular in-office meetings

Next Steps

If youre interested in learning more, please get in touch by either applying to this advert, or giving me a call/email to go through the details.

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