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.