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- Tasks: Provide holistic financial planning advice and manage client relationships.
- Company: Join one of the UK's fastest-growing financial planning firms with a client-first philosophy.
- Benefits: Competitive salary, attractive bonuses, and comprehensive benefits package.
- Other info: Flexible hybrid working and excellent career growth opportunities await you.
- Why this job: Inherit established clients and enjoy strong support for your advisory career.
- Qualifications: Experience in financial planning, FCA registration, and Level 4 Diploma required.
The predicted salary is between 50000 - 65000 £ per year.
Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.
Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm’s Maidstone regional office, one of over 70+ offices nationwide.
The Opportunity
This is a highly attractive advisory opportunity where you will inherit an established client base (through succession planning), while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move.
You will deliver holistic financial planning advice across:
- Pensions and retirement planning
- Investments and wealth management
- Protection and financial security planning
All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do.
What Makes This Business Different
Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity.
Support & Infrastructure
Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice. You will benefit from:
- Full Paraplanning and Administrative support
- Established regional and national support teams
- Strong internal referral channels
- A collaborative culture across a national network of offices
We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this.
Ideally you will have:
- Several years’ Financial Planning/Wealth Advisory experience
- Competent Adviser Status (CAS)
- Statement of Professional Standing (SPS)
- FCA registration
- Minimum Level 4 Diploma in Financial Planning and continuing to study further
- A demonstrable track record advising private clients on pensions, investments and protection
Package & Benefits
This is an employed position, offering an excellent overall package, including:
- Competitive base salary
- Attractive bonus structure linked to new business/initial fees & On-going Advice
- Long standing Inherited client relationships, through acquisition, succession planning
- Full support infrastructure with incentives for senior opportunities if desired
- Comprehensive company benefits package
Hybrid working is fully supported allowing flexibility to see clients and run your diary with autonomy. Applications will be well received by those in the Kent areas to maintain client contact and the surrounding regions. Please apply to us here at Recruit Wealth for an immediate response.
Financial Planner in Maidstone employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Maidstone
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can lead to referrals and insider info about job openings.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience and successes in financial planning. Share specific examples of how you've helped clients achieve their goals. This will show them you’re not just any planner, but a valuable asset to their team.
✨Prepare for Interviews
Do your homework before interviews! Research the company’s values, recent news, and their approach to client service. Prepare thoughtful questions that show you’re genuinely interested in their operations and culture. This will help you stand out as a candidate who’s ready to contribute.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Financial Planner role! We’re here to support you every step of the way, so take advantage of our resources and let us help you find your next big opportunity.
We think you need these skills to ace Financial Planner in Maidstone
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in financial planning and wealth management. Use keywords from the job description to show that you’re a perfect fit for the role.
Craft a Compelling Cover Letter: Your cover letter should tell your story! Explain why you’re passionate about financial planning and how your skills align with the company’s client-first philosophy. Keep it engaging and personal.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve helped clients achieve their financial goals, as this will resonate well with the hiring team.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get back to you quickly!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in the financial metrics relevant to the role. Brush up on key figures like average client size, assets under management, and typical ongoing advice fees. This will not only show your expertise but also demonstrate your readiness to hit the ground running.
✨Showcase Your Client-Centric Approach
This firm prides itself on a client-first philosophy. Be prepared to discuss specific examples of how you've put clients' needs at the forefront of your planning. Highlight any successful strategies you've implemented that led to exceptional outcomes for your clients.
✨Familiarise Yourself with Their Culture
Understanding the collaborative culture of the firm is key. Research their values and be ready to explain how your working style aligns with their team-oriented approach. Mention any experiences where you thrived in a supportive environment or contributed to a team’s success.
✨Prepare Questions About Growth Opportunities
Since this company is undergoing exciting expansion, come prepared with insightful questions about future growth and career development. Ask about the support structures in place for advisers looking to advance, as this shows your ambition and long-term interest in the firm.