Financial Advisor New Business Chatham
ReedNew 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.
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