Senior Financial Planner ~ Maidstone based IFA firm - medium sized ~ Salary negotiable £80k - £120k plus bonuses ~25 days annual leave plus bank holidays ~ They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. 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. 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. 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.
Locations
Financial Planner in Kent, Maidstone employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
