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.