Senior Financial Advisor

At Stow Wealth Management Ltd
, our aim is to be a trusted, long-term partner in creating clear and effective financial solutions.

Our philosophy centres on building enduring client relationships founded on quality, integrity, and excellence. By truly understanding our clients’ personal and financial circumstances, we help both private and business clients achieve lasting peace of mind.

We provide face-to-face financial advice and specialise in supporting individuals who have accumulated greater levels of capital or earn higher-than-average incomes, where financial planning needs are often more complex and bespoke.

Alongside the experience and expertise available through St. James's Place
, we also carefully select complementary products and services from external providers. These partners are chosen on a ‘best of breed’ basis to ensure our clients benefit from high standards, flexibility, and tailored solutions.

We are seeking a Chartered Financial Planner to join our Kent-based team in Tonbridge Wells a competitive employed position. This role offers the opportunity to work with an existing client bank while continuing to grow new business, fully supported by dedicated PA and paraplanning functions.

Responsibilities

• Meeting clients to understand financial goals, objectives, and risk profiles
• Delivering holistic advice across investments, retirement, and protection
• Managing and reviewing ongoing client relationships
• Writing new business with access to clients from day one
• Keeping clients informed through regular reviews and market updates
• Participating in structured shadowing opportunities with senior advisers

• Competitive basic salary (dependent on experience)
• IAF split
• Clients provided

• Chartered Financial Planner status (essential)
• Strong client relationship and communication skills
• Professional, ethical, and client-focused approach
• Ability to manage complex client needs with confidence

• Full PA and paraplanning support
• Clients provided from the outset
• Structured shadowing opportunities
• Pension contributions provided
• Private Medical Healthcare included
• Supportive environment focused on long-term relationships and professional excellence

In addition to this employed role, we also offer self-employed opportunities for experienced advisers seeking greater flexibility while benefiting from a strong support structure, established proposition, and access to quality clients. Details can be discussed confidentially with suitable candidates.