Financial Adviser – Established Client Bank, East Sussex / Kent | up to £55,000 Basic + Bonus

East Sussex / Kent | up to £55,000 Basic + Bonus | Hybrid Working

I am working with a well-established and successful SJP Partner Practice based near Hastings that is looking to recruit an experienced Financial Adviser to join its team.

This is a great opportunity for an adviser who enjoys looking after clients, building relationships and providing good financial advice, without the pressure of constantly having to generate new business.

The practice has an established client bank, and the business owner is looking for someone he can gradually hand clients over to, allowing him to focus on other areas of the business.

The Role

You will initially take over an existing portfolio of clients, looking after their ongoing financial planning needs, conducting annual reviews and ensuring they continue to receive a high level of service.

There is plenty of opportunity to grow the client bank through referrals, existing relationships and introductions, but this is very much a servicing adviser role rather than a position where you will be expected to go out and find all your own clients.

The business owner is looking for someone who can work alongside him, build relationships with his clients and become an important part of the practice over the longer term.

Key Responsibilities

• Taking over and managing an established portfolio of clients.
• Conducting annual reviews and providing ongoing financial planning advice.
• Building and maintaining strong relationships with clients.
• Identifying additional financial planning opportunities within the existing client bank.
• Developing new business through referrals and introductions.
• Working closely with the business owner as clients are gradually handed over.

About You

My client is looking for an experienced, personable Financial Adviser who enjoys the client-facing side of the role and takes pride in providing a good service.

Ideally, you will have:

• A minimum Level 4 Diploma in Financial Planning.
• At least 5 years' experience as a Financial Adviser.
• Competent Adviser Status (CAS).
• Experience managing and servicing an existing client bank.
• Strong relationship-building and communication skills.
• A professional, friendly and approachable manner.

You don't need to be a particularly aggressive business developer. What matters most is that you are reliable, good with clients and someone the business owner can trust to look after the relationships he has built over the years.

What's on Offer?

• Basic salary of up to £55,000 depending on experience.
• Additional bonus opportunity.
• An established client bank to take over and develop.
• Hybrid working, with typically 1–2 days per week in the office near Hastings.
• A friendly, supportive working environment.
• A long-term opportunity to grow with the business.

Interested?

If you're an experienced Financial Adviser who enjoys looking after clients and would welcome the opportunity to take over an established client bank, I'd be very happy to tell you more.

Please apply in confidence or contact me directly.