Financial Advisor – Kent (Hybrid Working)

📍 Hartley, Kent | 💼 Full-Time | 🏡 Hybrid | 💰 £60,000–£80,000 DOE

We are currently working with an established, independent financial planning firm in North West Kent that is looking to appoint an experienced Chartered Financial Advisor. This is a hybrid role offering a mix of remote and office-based work, with the flexibility and autonomy to manage your client relationships while being supported by a small, dedicated team.

The Role:

As a Financial Advisor, you'll be responsible for delivering holistic, independent financial planning services to a loyal and growing client base. You'll meet clients to understand their goals, provide tailored advice across pensions, investments, retirement, and estate planning, and ensure long-term financial security.

Key Responsibilities:

• Deliver personalised financial planning and wealth management advice
• Create and manage tailored retirement and investment plans
• Advise clients on inheritance tax and estate planning strategies
• Analyse financial data and market trends to inform client portfolios
• Build long-term relationships based on trust, transparency, and results
• Stay current with market developments and regulatory changes

What You’ll Need:

• Advanced Diploma (Level 6), Ideally
• Level 4 Diploma in Financial Planning (minimum requirement)
• A minimum of 3 years’ experience as a competent Financial Adviser
• Strong technical knowledge across pensions, investments, tax, and estate planning
• Excellent interpersonal, communication, and relationship-building skills
• Ability to work independently while being part of a collaborative team

This is a great opportunity to join a well-respected and growing financial planning firm that takes pride in its client-first ethos and supportive internal culture.

Interested? Apply today or get in touch for a confidential discussion.