Chartered Financial Planner to take equity stake in a business
North Kent based IFA firm - medium sized
Salary negotiable c.£100k plus benefits and equity
My client is an independent wealth planning firm based in North Kent. They offer whole-of-market financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. They manage client assets ranging from £150k to over £5m, providing advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and schemes like VCT & EIS.
The Managing Director is creating a new role for a Chartered Financial Planner to manage existing clients and generate new business through networking and conferences. The ideal candidate will have a background in independent wealth planning, preferably with Chartered status or working towards it, and a proven track record of business development. Dedicated admin and paraplanning support are provided.
If interested, please contact me at [emailprotected].
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