Chartered Financial Planner

IDEX Consulting; England; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading professional services firm in Kent is seeking an experienced Financial Planner to manage HNW clients and deliver exceptional service. This position offers an attractive commission structure, equity opportunities, and flexible hybrid working arrangements. The ideal candidate will have chartered status and a proven track record of handling complex financial cases. If you are passionate and proactive, don't miss this opportunity!

Benefits

Highly attractive commission structure

Equity opportunities within the firm

Flexible, hybrid working arrangements

Qualifications

• Proven experience in delivering regulated financial advice holding CAS/SPS.
• Able to manage HNW clients and navigate intricate casework.
• Passionate, proactive, and self-motivated.

Responsibilities

• Manage complex financial cases for HNW clients.
• Develop and nurture internal referral relationships.

Skills

Managing HNW clients

Influencing internal stakeholders

Navigating intricate casework

Proactive and self-motivated

Education

Chartered status (or close to)

Tools

Financial advice delivery

Job description

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I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in Kent.

This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.

This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships.

Key Requirements:

• Chartered status (or close to)
• Proven experience in delivering regulated financial advice holding CAS/SPS.
• Confident in managing HNW clients and navigating intricate casework.
• Able to influence internal stakeholders and colleagues
• Passionate, proactive, and self-motivated.

What's on Offer:

• Highly attractive commission structure.
• Equity opportunities within the firm.
• Flexible, hybrid working arrangements.
• A ready made portfolio of potential clients from the professional services arm of the organisation

The successful candidate should be based in the Kent region and be able to spend a certain portion of the week within the office the nurture the internal relationships but the role is flexible/hybrid