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Financial Advisor
Job Posted: 20 days ago
Salary: £ 45,000 - 50,000 / Annum
Job Type: Permanent
Location: Maidstone, Kent
Expire in: 7 days
Job Description
Independent Financial Adviser - Maidstone
💼 £45k-£50k DOE + strong bonus
Join a fast‑growing, highly respected wealth management firm offering full training, progression and an assigned client bank from day one.
What you'll do:
* Advise clients via video/phone
* Deliver high‑quality holistic financial planning
* Support rollout of a new digital platform
* Manage reviews, admin & reports
* Build strong relationships + new business
* Work toward a higher‑value client bank over time
What you need:
* 2+ years IFA experience
* Level 4 Diploma (or working toward Chartered)
* Strong pensions, trust & IHT knowledge
* Tech‑savvy with CRMs/cashflow tools
Desirable: Intelligent Office experience.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your applicationBefore You Apply
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- Bank details.
- National Insurance number.
- Date of birth.
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Looking for your next career move? Join a top company hiring Financial Advisor job near me in Maidstone, Kent! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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