Chartered Financial Planner

Recruit UK | Certified B Corp™; Maidstone; On-site; GBP 55,000 - 85,000; Full time

Job summary

A leading Chartered Financial Planning firm in Maidstone seeks a Consultant to manage an inherited client portfolio. With a salary of up to £85,000, this role offers substantial professional growth support and a strong commitment to client service in a vibrant environment.

Benefits

8% company pension contribution

Private Medical

Life Assurance

Support with professional qualifications

Bonus potential

Qualifications

• Experience providing holistic financial planning to private clients.

Responsibilities

• Build and manage a portfolio of clients.
• Support with professional growth and admin assistance.

Skills

Client focused adviser

Education

Advanced Diploma (CII or Equivalent)

Job description

2 weeks ago Be among the first 25 applicants

Recruit UK | Certified B Corp provided pay range

This range is provided by Recruit UK | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Recruit UK | Certified B Corp

Consultant at Recruit UK - Financial Planning Recruitment - London

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
• Support with professional qualifications

Skills and experience required:

• A client focused adviser
• Advanced Diploma (CII or Equivalent)
• 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.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Finance

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Maidstone, England, United Kingdom 3 weeks ago

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