Wealth Planner: Path to Chartered Status

Benchmark Capital Limited; Canterbury; Hybrid; GBP 42,000 - 68,000; Full time

Job summary

Verum Financial Planning in Canterbury is seeking a skilled Financial Planner to join our Advice team. This full-time role offers a clear career path with support for professional development and Chartered status progression.

You will deliver comprehensive financial planning, build trusted client relationships, and work with experienced planners to grow your own portfolio in a collaborative Kent-based office.

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

• Delivering holistic financial planning and wealth management advice to clients
• Conducting detailed fact-finds and financial reviews
• Producing tailored recommendations across pensions, investments, protection and tax planning
• Presenting financial plans and suitability recommendations to clients
• Building and maintaining 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 planning

Client relationships

Financial advice

Investment planning

Pension planning

Protection planning

Estate planning

Regulatory compliance

Education

Level 4 Diploma in Regulated Financial Planning

Chartered status pursuit

Job description

Verum Financial Planning in Canterbury is seeking a skilled Financial Planner to join our Advice team. This full-time role offers a clear career path with support for professional development and Chartered status progression.

You will deliver comprehensive financial planning, build trusted client relationships, and work with experienced planners to grow your own portfolio in a collaborative Kent-based office.