At a Glance
- Tasks: Manage client portfolios and provide independent wealth planning advice.
- Company: Reputable financial firm in the Kent region with a strong community focus.
- Benefits: Dedicated support, competitive salary, and opportunities for professional growth.
- Other info: Supportive environment with strong emphasis on client relationships.
- Why this job: Make a real difference in clients' lives as they approach retirement.
- Qualifications: Chartered status preferred or a clear plan to achieve it.
The predicted salary is between 49500 - 60500 £ per year.
Financial Divisions in the Kent region is seeking a Senior Financial Planner to manage a portfolio of existing clients as advisers approach retirement.
You will nurture relationships with businesses and local stakeholders to extend the firm’s reach while providing independent wealth planning advice.
The role prefers Chartered status or a clear plan toward Chartered, with dedicated admin and paraplanning support to enable high-quality service and strong client outcomes.
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Senior Financial Planner – Independent Wealth (Chartered) in Maidstone employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
