Senior Financial Planner

Financial Divisions; England; On-site; GBP 100,000 - 150,000; Full time

Job summary

An established industry player in wealth planning seeks Senior Financial Planners to join their dynamic team. This role offers the chance to manage a portfolio of high-net-worth clients while receiving dedicated support from a skilled administration team. With a strong focus on client satisfaction and community engagement, this firm prides itself on its exceptional service. Enjoy a competitive salary, negotiable benefits, and a collaborative environment that encourages professional growth. If you are passionate about providing top-notch financial advice and building lasting relationships, this opportunity is perfect for you.

Benefits

Pension

Death in Service Cover

Income Protection

Medical Cash Plan

25 Days Holiday + Bank Holidays

Qualifications

• Experience in independent wealth planning firms is essential.
• Chartered status preferred or working towards it.

Responsibilities

• Manage existing clients and provide tailored financial advice.
• Build relationships and generate new business opportunities.

Skills

Wealth Planning

Pensions Consulting

Tax Planning

Investment Management

Client Relationship Management

Education

Chartered Financial Planner

Relevant Financial Qualifications

Tools

Financial Modelling Software

CRM Systems

Job description

2 x Financial Planner Vacancies

Kent based IFA firm - medium sized

Salary negotiable - £100k - £150k

My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £500m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM.

The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.

The Managing Director is creating 2 brand-new roles for Senior Financial Planners who will manage some existing clients from advisers who are approaching their retirement. The business is onboarding 20 new clients per month without much effort through recommendation and referral so they are incredibly busy. This role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status. You will have dedicated admin and paraplanning support.

Benefits packages are negotiable

Pension, death in service cover, income protection, medical cash plan

25 days holiday + bank holidays

Actively looking to build relationships and generate new business

Full Paraplanning and Administration support from a pooled team

If this role sounds of interest or any other roles I am working on please get in touch - [e-mail]