Senior Financial Planner

Financial Divisions; Maidstone; On-site; GBP 80,000 - 120,000; Full time

Benefits offered by this job

25 days annual leave

Bonus scheme

Job summary

Financial Divisions in Kent seeks a Senior Financial Planner to manage an existing client base and drive growth across the region. You will deliver holistic financial planning, pensions and investments advice, and maintain strong client relationships.

The role includes liaising with local businesses and stakeholders, with dedicated admin support and opportunities to progress Chartered status. A client-centric, community-focused firm values long-term service.

Qualifications

• Experience as a senior financial planner in an independent wealth planning firm.
• Chartered status or working towards it.
• Strong client relationship and business development skills.
• Knowledge of pensions, investments and tax planning.

Responsibilities

• Manage existing client portfolios.
• Develop relationships with Kent-based businesses and stakeholders.
• Lead client meetings and provide holistic financial planning.
• Support growth of the practice and promote Chartered status.

Skills

Financial planning

HNW clients

Relationship building

Education

Chartered status preferred

Tools

CRM systems

Cashflow modelling software

Job description

Salary negotiable £80k - £120k plus bonuses

25 days annual leave plus bank holidays and benefits on top

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.