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, offering 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. They have longstanding relationships with solicitor practices that refer business to them.
The Managing Director is creating a new role for a Chartered Financial Planner to manage existing clients and generate new business through networking, conferences, and building relations across Kent. The ideal candidate will have a background in independent wealth planning, preferably Chartered or working towards Chartered status, with a proven track record of business development. The role includes dedicated admin and paraplanning support.
If interested in this or other roles I am working on, please contact me at [emailprotected].
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