Financial Planner

Financial Divisions; Maidstone; On-site; GBP 70,000 - 120,000; Full time

Benefits offered by this job

25 days annual leave

Bonuses

Job summary

Financial Divisions in the Kent region is seeking a Senior Financial Planner to manage a portfolio of existing clients as advisers approach retirement. You will nurture relationships with businesses and local stakeholders to extend the firm’s reach while providing independent wealth planning advice.

The role prefers Chartered status or a clear plan toward Chartered, with dedicated admin and paraplanning support to enable high-quality service and strong client outcomes.

Qualifications

• Background in independent wealth planning.
• Chartered status preferred or aspiring toward Chartered.
• Dedicated admin and paraplanning support.
• Strong client relationship skills.

Responsibilities

• Manage existing client relationships from advisers nearing retirement.
• Broaden business reach with Kent-based businesses and stakeholders.
• Collaborate with admin and paraplanners to deliver high-quality financial planning services.

Skills

Pensions

Investments

Tax planning

Cashflow modelling

Job description

Salary negotiable £70k - £120k plus bonuses

25 days annual leave plus bank holidays

My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 10 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 £650m 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 is very engaged in 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 a brand-new role for a Senior Financial Planner who will manage some existing clients from advisers who are approaching their retirement. You will be keen to build relations with businesses and stakeholders across Kent and have a desire to broaden the reach and scope of the business further. 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.