Chartered Financial Planner

JR United Kingdom; Crawley; On-site; GBP 100,000; Full time

Job summary

A leading independent wealth planning firm based in North Kent seeks a Chartered Financial Planner to enhance client management and drive business development. The role offers a competitive salary of approximately £100k, including benefits and equity options, and provides substantial support resources for client engagement.

Qualifications

• Background in independent wealth planning firm.
• Proven track record in business development.
• Preferably Chartered or working towards Chartered status.

Responsibilities

• Manage existing clients and generate new business.
• Support through networking and conferences.
• Work with dedicated admin and paraplanning support.

Skills

Business Development

Client Management

Networking

Education

Chartered Financial Planner status

Job description

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Chartered Financial Planner, Crawley, West Sussex

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Client:

Financial Divisions

Location:

Crawley, West Sussex, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Chartered Financial Planner to take equity stake in a business

North Kent based IFA firm - medium sized

Salary negotiable c.£100k plus benefits and equity

My client is an independent wealth planning firm based in North Kent, offering whole-of-market financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. They manage client assets ranging from £150k to over £5m and advise on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and schemes like VCT & EIS. They have longstanding relations with solicitor practices that refer business to them.

The Managing Director is creating a new role for a Chartered Financial Planner to manage existing clients and generate new business through networking and conferences. The candidate should have a background in an independent wealth planning firm, preferably Chartered or working towards Chartered status, with a proven track record of business development. The role includes dedicated admin and paraplanning support.

If interested or for other roles, please contact [emailprotected]