Financial Advisor New Business Chatham

ReedChathamreedpublished 09/29/2026
Must-have:LeadPrincipal

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.