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    Financial Advisor New Business Chatham

    Finance
    Reed
    Kent, Chatham
    Permanent
    £40,000 - £60,000/year
    On-Site

    Job Description

    New Business Financial Adviser

    Kent Office-Based Highly Competitive Basic Salary + Uncapped Bonus OTE £120,000+ Employed

    Are you an ambitious, Level 4 qualified Financial Adviser looking to join a growing firm where you can genuinely make a difference?

    Our client has built a fantastic reputation for delivering first-class financial planning whilst creating a supportive, rewarding, and enjoyable place to work. Due to continued growth, they are seeking a New Business Financial Adviser who will play a key role in helping the firm expand even further over the long term.

    This is an excellent opportunity for an adviser who wants to be part of a business journey, rather than just another number within a larger organisation.

    The Opportunity

    You'll focus on building new client relationships, converting quality opportunities, and delivering holistic financial advice across pensions, investments, protection and retirement planning.

    The business provides a strong flow of professionally introduced leads, alongside full Paraplanning and Administration support, allowing you to focus on developing clients and generating revenue.

    What's on Offer?

    • Basic salary of £40,000 - £60,000 DOE

    • Uncapped bonus structure

    • Realistic first-year OTE of £120,000+

    • Strong lead generation process and warm opportunities

    • Full Paraplanning and Administration support

    • Ongoing training, coaching and development

    • Clear long-term career progression

    • Supportive and collaborative team culture

    • Opportunity to help shape the future growth of the business Key Responsibilities

    • Provide holistic financial planning advice to new and existing clients.

    • Generate and convert new business opportunities.

    • Build strong relationships with clients and professional introducers.

    • Conduct financial reviews and cashflow planning discussions.

    • Create tailored recommendations aligned to client objectives.

    • Ensure all advice meets FCA and compliance standards.

    • Work closely with support staff to deliver excellent client outcomes.

    About You

    • Level 4 Diploma qualified.

    • Minimum 2 years' experience as a Financial Adviser.

    • Strong knowledge of pensions, investments and protection.

    • Proven track record of winning new business.

    • Commercially minded, ambitious and self-motivated.

    • Excellent relationship-building and communication skills.

    • Passionate about delivering exceptional client outcomes.

    If you're looking for a firm that values its people, rewards success, and offers a genuine opportunity to grow with the business long term, we'd love to hear from you.

    Posted on October 5, 2026

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