Senior Financial Planner

Financial Divisions; Greater London; On-site; GBP 100,000 - 120,000; Full time

Job summary

A medium-sized independent wealth planning firm in North Kent seeks a Senior Financial Planner to manage clients and drive new business. The ideal candidate will bring expertise in independent wealth planning and ideally hold or be pursuing Chartered status. This full-time role offers a competitive salary, benefits, and an equity stake in the business, making it an attractive opportunity for experienced professionals in the finance sector.

Qualifications

• Experience in independent wealth planning preferred.
• Proven track record of generating new business.
• Chartered or working towards Chartered status is ideal.

Responsibilities

• Manage existing clients and generate new business opportunities.
• Attend networking events and conferences.

Skills

Independent wealth planning

Business generation

Education

Chartered status (preferred)

Job description

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Partner at Financial Divisions - [e-mail] - Recruiting Wealth Management Professionals (Administrators, Paraplanners & Advisers)

Senior Financial Planner with equity stake in a business

North Kent based IFA firm - medium sized

Salary negotiable c.£100k-£120k plus benefits and equity

My client is an independent wealth planning firm based in North Kent. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. They manage client assets ranging from £150k to over £5m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and schemes such as VCT & EIS. They have longstanding relations with solicitor practices that refer business to them.

The Managing Director is creating a new role for a Senior Financial Planner (preferably Chartered) to manage existing clients and generate new business. The role involves attending networking events and conferences, with new business opportunities provided.

Ideal candidates will have a background in independent wealth planning, preferably Chartered or working towards Chartered status, with a proven track record of generating new business. Dedicated admin and paraplanning support will be provided.

If interested, or for other roles, contact: [e-mail]

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance

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Locations: Leatherhead, Guildford, Redhill, Woking, UK

Posted 2 weeks ago in Leatherhead, 2 days ago in Guildford, 1 week ago in Redhill, 6 days ago in Woking.

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