Chartered Financial Planner

JR United Kingdom; Wolverhampton; On-site; GBP 80,000 - 120,000; Full time

Job summary

Une entreprise indépendante de planification financière basée à North Kent recherche un planificateur financier agréé pour gérer des clients et générer de nouvelles affaires. Ce rôle offre un soutien dédié et des opportunités de développement professionnel, avec un package salarial compétitif d'environ £100k, plus des avantages et une participation aux bénéfices.

Qualifications

• Expérience en planification financière indépendante requise.
• Historique de développement des affaires prouvé.
• Capacité à gérer des relations avec les clients et à fournir un service de haute qualité.

Responsibilities

• Gérer les clients existants et développer de nouvelles affaires.
• Participer à des conférences et établir des relations à travers le Kent.
• Bénéficier d'un soutien administratif et de paraplanning.

Skills

Business development

Networking

Financial planning

Education

Chartered status or working towards Chartered

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, providing advice on 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 across Kent. The ideal candidate will have a background in independent wealth planning, preferably Chartered or working towards Chartered status, with a proven track record of business development. The role includes dedicated admin and paraplanning support.

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