Senior Private Client Financial Planner – Hybrid Growth

Financial Planning Today; Tonbridge; Hybrid; GBP 75.000 - 90.000; Vollzeit

Benefits dieser Stelle

Activity-based bonus

Hybrid working pattern

Company pension

Support for Chartered status

Corporate benefits package

Clear progression pathway

Zusammenfassung

Premier Jobs UK is helping a respected national wealth management business recruit a Financial Planner for its Tonbridge office. You will take over a high-value client bank, delivering lifestyle financial planning and cash-flow modelling while ensuring smooth transitions from the retiring vendor.

The role offers a starting salary of £75,000 to £90,000 with an activity-based bonus and a clear progression path toward six-figure earnings, plus a hybrid pattern with two days in Tonbridge.

Qualifikationen

• DipPFS/DipFA Level 4 Diploma is essential.
• Proven authorised Financial Planner/Adviser experience servicing private clients is essential.
• Experience with cash-flow modelling and lifestyle planning is essential.
• Ability to build collaborative relationships and manage multi-year client transitions is essential.
• Chartered status or progression towards Advanced Diploma is desirable.

Aufgaben

• Meet with private clients in Tonbridge office for face-to-face reviews.
• Deliver holistic financial planning using cash-flow modelling.
• Support client transitions during handover with the retiring vendor.
• Identify organic growth opportunities and cross-sell where appropriate.
• Maintain clear advice records and coordinate with admin support to progress cases.

Kenntnisse

Cash-flow modelling

Holistic financial planning

Relationship management

Private client servicing

Ausbildung

DipPFS / DipFA Level 4 Diploma in Regulated Financial Planning

Chartered Financial Planner or Advanced Diploma progression

Jobbeschreibung

Premier Jobs UK is helping a respected national wealth management business recruit a Financial Planner for its Tonbridge office. You will take over a high-value client bank, delivering lifestyle financial planning and cash-flow modelling while ensuring smooth transitions from the retiring vendor.

The role offers a starting salary of £75,000 to £90,000 with an activity-based bonus and a clear progression path toward six-figure earnings, plus a hybrid pattern with two days in Tonbridge.