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About us

We have over 25 years of experience providing expert financial advice for both businesses and individuals. Our aim is to provide a high level of service. We believe keeping a small dedicated professional team around us ensures continuity and quality. We know that ‘our advice is our company’. As a result of this our business has thrived.


  • Preparation of suitability letters covering investments, pensions, inheritance tax and protection - delivering accurate, well-drafted and compliant advice
  • Undertaking research to reach conclusions and recommendations for clients
  • Assisting and supporting the head of department as and when required
  • Working within and contributing to the paraplanning team and their processes, helping to further develop these
  • Embed change, review, and feedback
  • Preparing Cash flow planning forecasts
  • Involvement in the company’s research processes as required
  • Providing technical resource and research to the adviser and management team
  • Working with the sales support and adviser to achieve good client outcomes
  • Working with compliance to continually improve procedures and ensure advice and client files meet FCA standards
  • Keep up to date with legislative and industry changes that will affect the business and its clients


  • Level 4 Diploma in Financial Planning / Regulated Financial Planning or equivalent, or near completion of
  • Previous financial services experience
  • Good knowledge of investment products, taxation and pensions
  • Strong analytical, research and report writing skills
  • Initiative and problem solving
  • Excellent attention to detail
  • Able to prioritise and plan own workload
  • Excellent communication and interpersonal skills, both written and verbal
  • Ability to multi-task and prioritise effectively

Essential Skills

  • Experience working within financial services
  • Level 4 diploma in financial planning
  • Excellent attention to detail

Desirable skills

  • Experience with Intelligent Office


  • Salary Range - Competitive, depending on experience & qualifications
  • Pension Contribution
  • 25 days holiday
  • Monday - Friday 9.00 - 17.00

Role Overview

Office Location






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01233 646 666
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Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135 /

Registered in England and Wales 05027747. Registered Office The Bull Yard, R/O 75 High Street, Ashford, Kent, United Kingdom, TN24 8SN.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Website:
© 2023 Absolute Financial Management
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