Financial Divisions
Financial Planner
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Senior Financial Planner
Maidstone Based IFA Firm - Medium Sized
Salary: negotiable £70k - £120k plus bonuses
Benefits: 25 days annual leave plus bank holidays
About the Role:
My client is a Chartered independent wealth planning firm with offices across Kent, with whom I have placed 10 members of staff. 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 approximately 2000 clients (over £650m AUM) with assets ranging from £150k to £20m. The advisers consult on pensions, investments, tax planning, cash flow modeling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. They have longstanding relationships with accountancy and solicitor practices who refer business to them, and the advisers are not targeted as they have a strong belief in ensuring clients receive the best service rather than accumulating AUM.
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The business is very engaged in local community events and advocates for many charitable causes. They place exceptional customer satisfaction at the top of their priorities, resulting in a very high rate of retention with some relationships stretching back over 20 years. The support team comprises 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.
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Key Responsibilities:
- Managing existing clients from advisers who are approaching their retirement.
- Building relationships with businesses and stakeholders across Kent.
- Broadening the reach and scope of the business further.
Requirements:
- Background in an independent wealth planning firm.
- Preferably Chartered or aspiring to work towards Chartered status.
Benefits:
- Dedicated admin and paraplanning support.
If this role sounds of interest or any other roles I am working on, please get in touch - peter@financialdvisions.co.uk
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