Financial Planner in Kent

Financial Planner A well-established, national Financial Planning firm is hiring a Financial Planner for a rare 12-month succession role in Sevenoaks: you'll take over a retiring adviser's £100 million client book, with a basic salary of up to £85,000 and on-target earnings north of £100,000. Why this role This firm believes financial planning is about a client's life, not just their money — every plan starts with understanding a client's story before any recommendation is made. It has grown into a national business managing several billion pounds of client assets by bringing together some of the UK's best independent planning practices, while keeping every office feeling like the local, relationship-led firm it always was. Clients in Sevenoaks know their planner personally, not a call centre — and protecting that continuity is the whole point of this succession plan. The opportunity You'll work directly alongside the retiring adviser for 12 months, sitting in on client meetings and gradually taking the lead At the end of the handover you'll take full ownership of a £100 million book of loyal, established clients Clients are used to face-to-face meetings in the Sevenoaks office, so this is a relationship-first, in-person role at its core You'll build holistic plans covering investments, retirement and pensions, estate planning, and mort...