Senior Financial Adviser – Client Bank Succession (Kent)
We are working with an established financial planning firm in Kent on the appointment of an experienced Financial Adviser to take over a long-standing client bank following the planned retirement of an adviser.
This is a succession-led role, created to ensure continuity of advice and client relationships as the retiring adviser exits the business. The transition will be managed through a structured and gradual handover, allowing time for clients to build trust and familiarity with the incoming adviser.
The opportunity is relationship-led and focused on long-term client stewardship rather than short-term production. It will suit an adviser who values depth of relationship and wants to step into a mature, well-serviced book rather than build from scratch.
The Role
You will assume responsibility for an established client bank that has been managed by the retiring adviser over many years. The handover will be phased and collaborative, with the outgoing adviser remaining involved during the transition period to support client retention and relationship stability.
The client base is advice-led and relationship-driven, with an emphasis on ongoing planning, regular reviews and long-term outcomes. The incoming adviser will be expected to take ownership of these relationships and continue to develop them over time, maintaining service standards and client experience.
You will operate within an employed advice framework, supported by full paraplanning, administration and compliance functions, allowing you to focus on advice delivery and client management rather than operational execution.
Advisor Profile
This role is suited to an experienced Financial Adviser who is comfortable taking over an inherited client bank and managing established client relationships. A relationship-led planning style, strong client retention and the credibility to assume responsibility for a long-standing book are key.
The opportunity may also suit advisers who have an existing client following and would expect to transition relationships over time as part of a move, subject to contractual restrictions.
Remuneration
Base salary is up to £80,000, dependent on experience and the size and complexity of the client bank being assumed, with additional commercial upside available through ongoing advice and client development.
Benefits
- Participation in an Employee Benefits Trust, allowing employees to share in the future success of the business
- Generous holiday allowance, including the option to trade holiday
- Agile working approach with flexibility around working location
- Ongoing professional development support, with clear progression pathways and salary increases linked to key qualification milestones
- Employer pension contributions based on total earnings
- 5% flexible benefits allowance, which can be used across a range of options including private medical insurance, death in service cover, group income protection, critical illness cover, critical illness cover, lease car arrangements and other benefits
Summary
A genuine retirement succession opportunity offering responsibility for an established client bank in Kent through a properly managed handover. The role provides long-term stability, strong infrastructure and a focus on advice quality and client relationships rather than constant new business pressure.