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For Companies At a Glance
- Tasks: Provide holistic financial planning and wealth management to clients.
- Company: Join one of the UK's fastest-growing financial planning businesses.
- Benefits: Competitive salary, excellent bonuses, and full support from the team.
- Other info: Dynamic role with opportunities for professional growth in Maidstone.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Extensive experience in financial planning and CAS qualified.
The predicted salary is between 70000 - 100000 £ per year.
Recruit Wealth represents one of the UK’s fastest‑growing national financial planning businesses. This newly created advisory role is based in the Maidstone office and serves an existing client bank of 120 households, while also building new business across Kent.
Key Responsibilities
- Provide holistic financial planning, wealth management, investment management and professional services to clients.
- Maintain and expand the current client portfolio and pursue new advisory opportunities.
- Work closely with the team to deliver full paraplanning and administrative support.
- Support home and office working arrangements.
Qualifications
- Extensive experience in financial planning, with a strong track record in pension, investment and protection advice to private clients.
- CAS qualified and FCA registered.
- Preferably based in the Kent area to service the existing client bank.
Compensation and Benefits
- Salary range: £70,000 – £100,000 per year.
- Excellent bonuses available through initial fee/new business, recurring income, and AUM.
- Fair and transparent charging/fee structure with market‑leading propositions.
- Full paraplanning and admin support from the existing team.
Location
Maidstone, Kent – Permanent position.
Apply
Contact Recruit Wealth for an immediate response.
Financial Planner in Kent employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those in Kent. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio or case studies that highlight your success in financial planning. This will help you stand out during interviews and show potential employers what you can bring to the table.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. The more you practice, the more natural you'll feel when it’s time for the real deal.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented financial planners. Your next big opportunity could be just a click away!
We think you need these skills to ace Financial Planner in Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in financial planning, especially in pension, investment, and protection advice. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it engaging and relevant to the role – we love a good story!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Quantify your successes where possible, like how you expanded client portfolios or improved client satisfaction. We’re all about results here at StudySmarter!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key figures related to pensions, investments, and protection advice. Be ready to discuss how you've successfully managed portfolios and the strategies you've employed to grow client wealth.
✨Showcase Your Client-Centric Approach
This role is all about building relationships with clients. Prepare examples of how you've provided holistic financial planning in the past. Highlight your ability to understand client needs and tailor solutions that have led to successful outcomes.
✨Familiarise Yourself with the Company
Research Recruit Wealth and their approach to financial planning. Understand their market position and what sets them apart. This will not only help you answer questions but also allow you to ask insightful ones, showing your genuine interest in the company.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills. Think about challenging situations you've encountered in your previous roles and how you navigated them. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.