Job Opportunity: New Client Liaison - Evolution Financial Planning

At Evolution Financial Planning we provide access to financial advice and believe it is invaluable that our clients are aware of the importance of striving for financial independence, through a combination of having less debt, increasing their savings and maximising the money they already have. We aim to provide clarity and long term financial stability with bespoke and holistic financial advice for each individual.

Our clients are incredibly important to us, and our ethos of providing a supportive journey for them on their route to financial independence is imperative.

An opportunity has arisen for a self-employed, working from home role to be undertaken on behalf of Evolution Financial Planning.

The perfect applicant for the New Client Liaison role will be someone who is quick to pick things up, interested in financial services (although you don’t have to have worked in the industry), is results driven and will get the job done. You will need to demonstrate exceptional customer service skills and want to be part of a team with a big vision: our clients always come first. This is a key role as you will be speaking to every new client, and be a front of house/first impression for the business, therefore you will be someone who is on the ball and doesn’t need to be micro-managed.

Previous experience in customer service and results-driven environment with an element of process and systems is required.

The role will be for around 5-10 hours a week and paid at £10-12 per hour, dependent on experience.

Flexible working is offered, however client standards will need to be met and the successful applicant will need to be available to meet at the office in Rochester, Kent for regular catch ups and training. It is also important that there is minimal background noise when calls are being made, and so we respectfully request that they are made during business hours and not whilst children are in your care.

To apply, please forward your CV to

Evolution Financial Planning Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetLime Ltd is entered on the Financial Services Register ( under reference 149826.

Evolution Financial Planning Ltd is Registered in England and Wales under reference: 08117933. Registered office address: Unit F23 Innovation Centre Medway, Maidstone Road, Chatham, Kent, ME5 9FD.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.