2 x Financial Planner Vacancies
Medium sized IFA (Kent based)
Salary: Negotiable + bonuses
My client is a Chartered independent wealth planning firm with offices across Kent. They offer whole-of-market financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. They manage the affairs of approximately 2000 clients (over £500m AUM) with assets ranging from £150k - £20m. The advisers consult on:
1. Pensions
2. Investments
3. Tax planning
4. Cashflow modelling
5. Retirement planning
6. Protections
7. Esoteric schemes such as VCT & EIS schemes
The business has won numerous awards and is actively engaged in local community events, advocating for many charitable causes. They prioritize exceptional customer satisfaction, resulting in a high retention rate, with some relationships stretching back over 20 years. The support team comprises experienced pooled Administrators & Paraplanners across two offices, who are encouraged to progress and develop through ongoing CPD and industry exams.
The Managing Director is creating two brand-new roles for Financial Planners interested in generating new business and attending networking events, conferences, etc. Candidates should be keen to build relationships with businesses and stakeholders across Kent and have a desire to broaden the reach and scope of the business further. This role will suit candidates with a background in an independent wealth planning firm who are preferably Chartered or aspire to work towards Chartered status. Dedicated admin and paraplanning support will be provided.
Salary: £70k - £100k (negotiable) + bonuses
Benefits:
1. Pension
2. Death in service cover
3. Income protection
4. Medical cash plan
5. 25 days holiday + bank holidays
If this role sounds of interest or if you would like to hear about any other roles I am working on, please get in touch at peter@financialdvisions.co.uk.
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