Chartered Financial Planner

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

Job summary

A leading wealth planning firm is seeking a Chartered Financial Planner to manage client relationships and develop new business opportunities. This role offers the potential for an equity stake in the firm and is supported by dedicated administration and paraplanning. Ideal candidates will have a proven record in independent wealth planning and a strong network within the industry.

Qualifications

• Background in independent wealth planning.
• Proven track record of generating new business.
• Experience with HNW clients desired.

Responsibilities

• Manage existing clients.
• Generate new business through networking and conferences.
• Build relationships with businesses and stakeholders.

Skills

Wealth Planning

Client Management

Networking

Business Development

Education

Chartered status or working towards

Job description

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Client:

Financial Divisions

Location:

Portsmouth, Hampshire, 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. Their services include pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and schemes like VCT & EIS. They have longstanding relationships 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, conferences, and building relations with businesses and stakeholders across Kent. The ideal candidate has a background in independent wealth planning, preferably Chartered or working towards Chartered status, with a proven track record of generating new business. Support includes dedicated admin and paraplanning.

If interested or for other roles I am working on, please contact me at [emailprotected].