Chartered Financial Planner

ZipRecruiter; Maidstone; On-site; GBP 60,000 - 85,000; Full time

Job summary

A leading Chartered Financial Planning firm in Maidstone is seeking a Financial Planner to join their innovative team. This role offers a competitive salary up to £85,000 plus bonuses, and a supportive environment focused on professional development. You'll inherit clients and receive full backing for managing your portfolio in a flexible, client-centered atmosphere.

Benefits

8% company pension contribution

Private Medical, Life Assurance

Flexible working

Support with professional qualifications

Qualifications

• A client-focused adviser with strong client communication skills.
• Must possess an Advanced Diploma (CII or Equivalent).
• Proven track record in providing holistic financial planning.

Responsibilities

• Build and manage a portfolio of clients.
• Deliver excellent client service with support for professional growth.
• Utilize technology to support financial planning services.

Skills

Client focused adviser

Strong client communication skills

Holistic financial planning

Education

Advanced Diploma (CII or Equivalent)

Job description

Job Description

Job Title: Financial Planner

Industry: Wealth Management

Location: Maidstone

Salary: Up to £85,000

Reference Number: 9684

Job Description:

Recruit UK is working with a highly innovative, Chartered Financial Planning company in Maidstone.

With technology at the core of their offering, this company continue to expand, solidifying their presence within the Financial Planning profession. Alongside their commitment to excellent client service, they have created a supportive working environment, investing in their employees and support them with professional growth.

With clients to inherit, a market leading client proposition, a trusted brand name, full support (admin/paraplanning/business development), you will have a great foundation to build and manage a portfolio of clients.

What’s in it for you:

• Salary up to £85,000 + bonus
• 8% company pension contribution
• Private Medical, Life Assurance
• Flexible working
• Support with professional qualifications

Skills and experience required:

• A client focused adviser
• Advanced Diploma (CII or Equivalent)
• Strong client communication skills
• Track providing holistic financial planning to private clients

If you are considering a move, and feel the above opportunity is aligned to your career aspirations then please apply online.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning firm based in Maidstone on an Administration role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.