Financial Planner

JR United Kingdom; Maidstone; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

An exciting opportunity awaits with a well-established independent wealth planning firm near Maidstone. This role as a Financial Planner offers the chance to manage an established client base, generating significant revenue while providing expert advice on pensions, investments, and tax planning. The firm values long-term relationships and offers comprehensive support, making it an ideal environment for career progression. If you have a passion for financial advising and a desire to nurture client relationships, this position could be your next great career move.

Benefits

Pension

Death in Service

Medical Cash Plan

25 Days Holiday + Bank Holidays

Full Paraplanning Support

Qualifications

• At least 5 years of advising experience required.
• Chartered status preferred or working towards it.

Responsibilities

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

Skills

Financial Advising

Pensions Advice

Investment Planning

Tax Planning

Retirement Planning

Client Relationship Management

Education

Chartered Status

5+ Years Advising Experience

Job description

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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:

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

Requirements:

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

Salary & Benefits:

• Additional benefits: Pension, death in service, medical cash plan.
• 25 days holiday + bank holidays.
• 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 [emailprotected] .