Chartered Financial Planner

JR United Kingdom; Maidstone; On-site; GBP 60,000 - 85,000; Full time

Job summary

A leading Chartered Financial Planning firm in Maidstone is looking for a client-focused financial adviser with prior experience in holistic financial planning. The role comes with a competitive salary of up to £85,000, alongside a supportive work environment that prioritizes professional growth and client satisfaction.

Benefits

8% company pension contribution

Private Medical

Life Assurance

Support with professional qualifications

Qualifications

• Experience providing holistic financial planning to private clients.

Responsibilities

• Build and manage a portfolio of clients with full support.

Skills

Client-focused adviser

Education

Advanced Diploma (CII or Equivalent)

Job description

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

With technology at the core of their offering, this company continues 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 supporting 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 record 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. Currently, Recruit UK is 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.