Full job descriptionAn exceptional opportunity has arisen with one of Kent’s most established and respected independently owned wealth planning firms — a business with deep roots in the region, substantial AUM, and client relationships built over more than two decades.
Clients and leads are provided from day one. You will not be starting from scratch.
The Firm
This is a privately owned, whole-of-market firm with a genuine long-term culture. Advisers stay here. Clients stay here. Careers are built here. The firm has the infrastructure, reputation, and ambition to support an adviser who wants to do serious, meaningful work — backed by a dedicated paraplanning and administrative team who manage the end-to-end support so you can focus on your clients.
They are growing, and they want someone who wants to grow with them.
The Role
You will advise a broad and high-quality client base — including HNW individuals, retirees, business owners, and families — across the full spectrum of financial planning: pensions, investments, tax planning, retirement planning, and cashflow modelling.
This is not purely a servicing role. The firm is looking for someone commercially minded who will play an active part in growing the business — attending networking events, developing professional connections, and strengthening the firm’s presence across the region.
*Deliver holistic, whole-of-market independent financial planning advice
*Build and deepen long-term client relationships across a diverse and established client base
*Generate new business through networking, referrals, and professional connections
*Work closely with a dedicated paraplanning and admin team who support you throughout
About You
*Experienced IFA from an independent or whole-of-market background
*Strong technical knowledge across pensions, investments, and tax planning
*Commercially driven with a proactive and confident approach to business development
*Excellent relationship-building skills with a genuine client-first mindset
*Chartered status is advantageous but not essential
What Is on Offer
*Salary to £120,000
*Excellent bonus scheme
*Hybrid working
*Company pension
*Death in Service and Income Protection cover
*Medical Cash Plan
*25 days holiday plus bank holidays
*Ongoing CPD and professional development support
If you are a quality adviser ready to join a firm with the infrastructure, client base, and culture to match your ambitions, I would very much like to hear from you.
Contact Joanna Clark in confidence.