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Permanent

Financial Planner - Kent Kent Medium- Wealth Management Firm £70,000 - £100,000 + bonus

Kent
money-bag 70000.00-70000.00 Annual
3086238779
Posted Yesterday

Financial Planner - Kent Kent Medium- Wealth Management Firm £70,000 - £100,000 + bonus (negotiable) 25 days holiday + bank holidays Pension, death in service, income protection, medical cash planA well-established Chartered independent wealth planning firm with offices across Kent is looking to hire two Financial Planners to join their award-winning team. The firm provides whole-of-market advice to HNW retirees, families, accumulators, and SME owners across Kent, Sussex, and London. They currently manage circa 2,000 clients with over £600m AUM, advising on pensions, investments, tax planning, retirement and cashflow planning, protection, and specialist solutions such as VCT and EIS schemes.The firm is highly regarded for client service, with long-standing relationships-some over 20 years-and strong connections to local accountancy and legal practices that provide a steady stream of referrals. The support team comprises experienced paraplanners and administrators across two offices, providing dedicated assistance and encouraging ongoing professional development.The RoleThese are newly created roles, managing existing client portfolios as advisers approach retirement. You will have full paraplanning and administration support, allowing you to focus on delivering high-quality advice, building relationships with clients, and engaging with businesses and stakeholders across Kent. This is an ideal position for a candidate with a background in independent wealth planning, ..... full job details .....

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