At a Glance
- Tasks: Provide holistic financial planning advice and build long-term client relationships.
- Company: Verum Financial Planning, a supportive and forward-thinking financial advisory firm.
- Benefits: Clear career progression, ongoing learning opportunities, and a collaborative work environment.
- Other info: Opportunity to work towards Chartered status with experienced professionals.
- Why this job: Join a growing team and make a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and three years' experience required.
The predicted salary is between 49500 - 60500 £ per year.
Are you an ambitious Financial Planner looking to take the next step in your career? Verum Financial Planning is seeking a motivated and client-focused Financial Planner to join our growing team in Canterbury, Kent. This is an excellent opportunity for a qualified adviser who has gained a few years of industry experience and is looking to develop their career within a supportive, forward-thinking and relationship-led business. Whether you're already progressing towards Chartered status or are looking for an environment that will support your professional development, this role offers clear career progression, ongoing learning opportunities and the chance to work closely with experienced planners and support professionals.
What you'll do
- 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
The knowledge, experience and qualifications you need
- 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
You’ll have a solid understanding of:
- Investment planning
- Pension and retirement planning
- Protection planning
- Estate and inheritance tax planning
- Financial planning best practice and regulatory requirements
Experience in areas such as trusts, long‑term care planning or specialist pension advice would be advantageous.
The base
You’ll be based at Verum Financial Planning's office in Kent, conveniently located with access to Canterbury and the surrounding area. The office provides a professional and collaborative working environment supported by modern technology and experienced colleagues.
Financial Planner in Canterbury employer: Benchmark Capital Limited
As a PMO Finance Analyst at our Horsham location, you will thrive in a dynamic work culture that values collaboration and innovation. We offer competitive benefits, opportunities for professional growth, and a commitment to continuous improvement, ensuring that you can develop your skills while making a meaningful impact on strategic investment decisions. Join us to be part of a team that not only values your financial expertise but also fosters an environment where your insights drive real change.
