Financial Planner

Taking over an established, highly mature client bank , this permanent Financial Planner role in Tonbridge, Kent offers a starting salary of £75,000 to £90,000, day-one activity bonuses and a realistic trajectory to exceed a six-figure basic within two to three years. Where you fit in You will service an acquired, high-value client portfolio. Working in close collaboration with the retiring vendor during a phased, multi-year succession handover, you will step in as the trusted adviser to retain existing relationships, deliver ongoing lifestyle financial planning, and capture natural organic advice opportunities. A typical week - Conducting face-to-face review meetings with established private clients in the Tonbridge office - Delivering holistic financial planning using cash-flow modelling and lifestyle financial planning tools - Collaborating with the firm founder during client introductions to ensure seamless relationship transfers - Identifying organic growth opportunities, professional connections, and new advice needs across the portfolio - Maintaining clear advice records and collaborating with internal administrative support to progress cases Financial Planner Requirements - Level 4 Diploma in Regulated Financial Planning (DipPFS, DipFA, or equivalent) is essential - Proven experience as an authorised Financial Planner or Adviser servicing private clients is essential - Practical experience with cash-flow modelling and holistic lifestyle planning is essential - ..... full job details .....