Financial Planner

Financial Divisions; Maidstone; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An exciting opportunity awaits with a well-established wealth planning firm in Maidstone. As a Financial Planner, you'll manage a retiring adviser's client base and a selection of the Managing Director’s clients, providing expert financial advice across various areas including pensions, investments, and retirement planning. This role offers the chance to build lasting relationships with high-net-worth clients and work in a supportive team environment. With over 30 years of trusted service, this firm is committed to your professional growth and offers a clear path for career progression. Don't miss this chance to make a significant impact in a thriving firm!

Benefits

Pension

Death in Service

Medical Cash Plan

25 days holiday + bank holidays

Full paraplanning and administration support

Qualifications

• 5+ years of advising experience with a focus on client relationships.
• Chartered status or working towards it is preferred.

Responsibilities

• Manage a retiring adviser's book of clients generating £250k+ in revenue.
• Advise on pensions, investments, tax planning, and business sales.

Skills

Client Relationship Management

Financial Advising

Pension Planning

Investment Advice

Tax Planning

Cashflow Modelling

Retirement Planning

Business Sales

Education

Chartered Status (preferred)

5+ years of advising experience

Job description

Hybrid Working Available

An exciting opportunity has arisen with a well-established independent wealth planning firm near Maidstone, Kent. This firm provides whole-of-market financial advice to high-net-worth retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. With a portfolio of c.400 clients and £200m+ AUM, they have built long-term, trusted relationships that span over 30 years.

Role Overview:

As a Financial Planner, you will manage a retiring adviser’s book of clients generating £250k+ in revenue. You’ll also take on a selection of the Managing Director’s 300 clients, providing a unique opportunity to manage and nurture an established client base. The firm is looking for a dedicated individual with at least 5 years of advising experience, ideally Chartered or working towards Chartered status. You’ll be responsible for building lasting relationships with clients, providing expert advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protection, and business sales.

Key Responsibilities:

1. Manage an established book of clients from a retiring adviser, generating £250k+ in revenue.
2. Take on a selection of the MD’s clients and build strong relationships.
3. Advise on pensions, investments, tax planning, retirement planning, protection, and business sales.
4. Work alongside a supportive team of administrators and paraplanners.

Requirements:

1. Minimum of 5 years of advising experience.
2. Chartered status (preferred) or working towards it.
3. A desire to build and maintain long-term client relationships.
4. Ability to expand the firm's reach in Kent while managing existing clients.

Salary & Benefits:

1. Additional benefits: Pension, death in service, medical cash plan.
2. 25 days holiday + bank holidays.
3. Full paraplanning and administration support.

This is a fantastic opportunity to work with an established firm, offering strong client relationships, comprehensive support, and a clear path for career progression.

If you’re interested in this role or any others I’m working on, please reach out to [e-mail].

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance