Financial Planner - Holistic Wealth & Growth Path

Benchmark Capital Limited; Littlebourne; On-site; GBP 45,000 - 75,000; Full time

Job summary

Verum Financial Planning in Canterbury, Kent, is seeking a motivated Financial Planner to join our growing team. This role offers clear career progression within a relationship-led business, with support from an experienced team and opportunities to develop towards Chartered status.

You will provide holistic financial planning to a diverse client base, conduct fact-finds, prepare tailored recommendations on pensions, investments, protection and tax planning, and nurture long-term client

Qualifications

• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Working towards Chartered status or committed to achieving it
• Minimum three years' experience as a Financial Planner within a financial advice practice
• Experience delivering holistic financial planning advice
• Comfortable conducting client meetings both remotely and face-to-face
• Proven ability to build strong and lasting client relationships

Responsibilities

• Deliver holistic financial planning and wealth management advice to clients
• Conduct detailed fact-finds and financial reviews
• Produce tailored recommendations across pensions, investments, protection and tax planning
• Present financial plans and suitability recommendations to clients
• Build and maintain long‑term client relationships
• Managing and developing your own client portfolio
• Identifying opportunities for business development, referrals and networking
• Collaborating with paraplanners and administrators to ensure an excellent client experience
• Contributing to the ongoing growth and development of the practice
• Continuing your professional development towards Chartered status

Skills

Holistic financial planning

Client relationship management

Regulatory compliance

Education

Level 4 Diploma in Regulated Financial Planning

Chartered status (in progress)

Job description

Verum Financial Planning in Canterbury, Kent, is seeking a motivated Financial Planner to join our growing team. This role offers clear career progression within a relationship-led business, with support from an experienced team and opportunities to develop towards Chartered status.

You will provide holistic financial planning to a diverse client base, conduct fact-finds, prepare tailored recommendations on pensions, investments, protection and tax planning, and nurture long-term client