Senior Financial Planner - Independent Wealth Advisory

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

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.