Financial Advisor New Business Chatham
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?
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Basic salary of £40,000 - £60,000 DOE
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Uncapped bonus structure
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Realistic first-year OTE of £120,000+
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Strong lead generation process and warm opportunities
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Full Paraplanning and Administration support
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Ongoing training, coaching and development
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Clear long-term career progression
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Supportive and collaborative team culture
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Opportunity to help shape the future growth of the business Key Responsibilities
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Provide holistic financial planning advice to new and existing clients.
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Generate and convert new business opportunities.
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Build strong relationships with clients and professional introducers.
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Conduct financial reviews and cashflow planning discussions.
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Create tailored recommendations aligned to client objectives.
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Ensure all advice meets FCA and compliance standards.
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Work closely with support staff to deliver excellent client outcomes.
About You
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Level 4 Diploma qualified.
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Minimum 2 years' experience as a Financial Adviser.
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Strong knowledge of pensions, investments and protection.
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Proven track record of winning new business.
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Commercially minded, ambitious and self-motivated.
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Excellent relationship-building and communication skills.
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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.
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