Financial Planner

We are working with a growing, boutique Wealth Management firm based in Kent that is entering an exciting phase of expansion following a recent acquisition and full ownership restructure.

The business has spent the past two years investing in its people, infrastructure, and proposition, and is now in a strong position to scale. With increasing demand, a growing client base, and a refreshed growth strategy, they are now looking to appoint an experienced Financial Planner to support the next stage of development.

This is a newly created role, not a replacement hire.

The Opportunity

This is an excellent opportunity for an experienced Financial Planner / IFA / Wealth Manager who is motivated by new business and looking to build something long-term within a supportive, high-quality environment.

The firm offers a strong combination of warm leads, existing client opportunities, and the flexibility for individuals to bring their own clients or introducer relationships if they wish.

A key differentiator is the level of support available. The business has a dedicated, highly experienced Sales Manager whose sole focus is coaching, mentoring, and developing advisors, alongside a collaborative team culture and strong internal infrastructure.

Client allocation is structured and phased, ensuring quality of advice and long-term relationship building rather than a high-volume approach.

Responsibilities

• Build and develop a portfolio of HNW and mass affluent clients
• Generate new business through a combination of firm-provided leads, introducer relationships, and self-generated activity
• Provide holistic financial planning advice across investments, pensions, protection, and mortgages where appropriate
• Manage client relationships through high-quality, consultative meetings (typically 1–2 per day)
• Develop relationships with professionals, business owners, and London-based commuters
• Work closely with paraplanning and administrative teams to deliver strong client outcomes
• Engage with ongoing training, coaching, and performance development initiatives

Requirements

Essential:

• Level 4 Diploma qualified (or equivalent)
• Experience as a Financial Advisor / IFA / Wealth Manager
• Proven ability to generate new business
• Strong interpersonal and client relationship skills
• Commercial mindset with a focus on growth and earnings

Desirable:

• Existing client bank or introducer network
• Experience working with HNW clients and business owners
• Ambition to build a long-term career within a growing firm

Personal Attributes:

• Motivated, proactive, and growth-oriented
• Open to coaching and continuous improvement
• Professional and client-focused approach
• Looking for a long-term opportunity rather than a short-term move

Salary & Benefits

• Employed role with a flexible basic salary (tailored to the individual)
• Highly competitive bonus and commission structure
• Increased earning potential for those opting for lower basic salaries
• Year 1 OTE expected to exceed £100,000
• Uncapped earning potential beyond year one
• Full paraplanning and administrative support
• Combination of in-house and outsourced paraplanning
• Ongoing training, coaching, and development
• Structured onboarding with gradual client introduction

Working Model

• Location: Kent / South East London
• Working pattern: Primarily office-based
• Flexibility: Client-led flexibility once established in the role
• Environment: Collaborative, professional, and growth-focused

Why Apply?

This role offers the chance to join a firm that is actively growing, rather than replacing leavers or maintaining the status quo.

You will be supported by an experienced leadership team, benefit from a steady flow of opportunities, and have the autonomy to build your own client base in a structured and sustainable way.

It’s particularly well suited to advisors looking to move away from large, national firms into a more personal, boutique environment where they can genuinely shape their long-term career.