Location: (Maidstone). Desk Based
Salary: up to £55k DOE plus generous bonus scheme and benefits.
Full time in the office for first 2 months then hybrid, 2 days WFH and 3 days office.
About the Company
The company is a leading independent wealth management firm, with a fantastic brand name and renowned for delivering client focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment for the right person with full company training and career development.
The Opportunity
This is a very exciting opportunity for a Desk Based Financial Advisor to join an established growing financial planning firm. You we will be working within a hand-picked team of professionals to deliver the highest standard of advice to a client bank that will assigned to you when you start with the firm. The proposition is our firms digital proposition designed to service clients remotely using our in house platform designed to service new and existing clients efficiently and traditional platform clients.
Financial Advisor duties and responsibilities
Willingness and focus to:
Key Responsibilities
Deliver high‑quality telephone/video‑based reviews & holistic financial advice
Manage and service an existing client bank
Support the rollout of a new digital platform and collaborate in test‑and‑learn phases
Move clients onto the appropriate service level
Complete most admin/report writing (support provided for complex cases)
Create bespoke financial plans tailored to client goals
Maintain accurate records & meet Consumer Duty requirements
Represent the business professionally and work closely with your support team
🔹 What We're Looking For
CAS status essential
Minimum 2 years' experience in an IFA/financial planning role
Level 4 Diploma (Chartered progression desirable)
Networking: You are able to network with professional connections and cultivate new business introductions.
Strong technical knowledge across pensions, trusts & IHT
Detail‑driven, client‑focused, proactive, and confident using CRMs/digital tools
Strong relationship‑building skills
Intelligent Office experience is a bonus
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application
Salary description
£50000.00 - £55000.00 per year