Job Description
Chartered Financial Planner - manage existing HNW clients from a retiring adviser
Location: Offices close to Maidstone, Kent
Package: Salary: £70k - £100k (negotiable) + bonuses
About the Company
A chartered independent wealth planning firm with offices around the Kent region. They provide holistic financial advice to HNW retirees, accumulators, neighbourhood families, and SME owners based in Sussex, Kent, and London. Currently, they oversee the affairs of 1000 clients, with fortunes ranging from £200k to £5 million. Their services include investments, pensions, cash flow modelling, tax planning, retirement planning, safeguards, and specialized programmes like VCT and EIS plans.
The firm has received multiple accolades, actively participates in neighbourhood events, and supports various philanthropic causes. They prioritize high client satisfaction, resulting in a high retention rate and long-term relationships spanning over 20 years. Their support team comprises skilled paraplanners and administrators across two offices, who are encouraged to grow professionally through industry tests and continuous CPD.
Role Overview
The Managing Director is creating a new position for a Chartered Financial Planner or a near-qualified IFA. This individual will manage a portion of the current book from a retiring adviser, primarily based in Kent. The ideal candidate will have experience handling complex issues within an independent wealth planning environment. You will receive dedicated admin and paraplanning support from a professional team, along with a compliance manager.
Benefits and Support
* Pension, death in service cover, income protection, medical cash plan
* 25 days holiday + bank holidays
* Manage existing book of business from a retiring adviser
* Full paraplanning and administrative support from a pooled team
Interested?
If this role or others you are working on interest you, please get in touch. For more details, contact Sam Negbenebor at Financial Division.
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