Financial Planner Vacancies

Kent based IFA firm - medium sized

Salary negotiable: £80k - £120k plus bonuses

My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £500m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM.

The business has a demonstrable track record of success spanning 25+ years and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.

The Managing Director is creating a brand-new role for an experienced Financial Planner who will manage some existing clients from advisers who are approaching their retirement plus an influx of new enquiries coming in via recommendation and referral. You will be keen to build relations with businesses and stakeholders across Kent and have a desire to broaden the reach and scope of the business further. This role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status. A background from banking or a restricted advice firm will be considered.

£80k - £120k (negotiable) + bonuses

Pension, death in service cover, income protection, medical cash plan

25 days holiday + bank holidays

Clients will be provided to service to keep an adviser busy

Full Paraplanning and Administration support from a pooled team

If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdvisions.co.uk