Company Overview
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.