Financial Divisions
Senior Financial Planner
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Senior Financial Planner
Maidstone Based IFA Firm - Medium Sized
Salary: negotiable £80k - £120k plus bonuses
Annual Leave: 25 days plus bank holidays and benefits on top
About the Role
My client is a Chartered independent wealth planning firm with offices across Kent. 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, cashflow modeling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes.
Company Overview
- Longstanding Relations: They have longstanding relationships with accountancy and solicitor practices who refer business to them. The advisers are not targeted as they have a strong belief in ensuring clients receive the best service rather than stacking up AUM.
- Community Engagement: The business is very engaged in local community events and advocates for many charitable causes.
- Customer Satisfaction: They place exceptional customer satisfaction at the top of their priorities, resulting in a very high rate of retention with some relations stretching back over 20 years.
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Support Team
- Pooled Administrators & Paraplanners: The support team comprises an experienced team of pooled Administrators & Paraplanners across 2 offices. They are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.
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Role Details
The Managing Director is creating a brand-new role for a Senior Financial Planner who will manage some existing clients from advisers who are approaching their retirement. 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. You will have dedicated admin and paraplanning support.
Key Responsibilities
- Manage existing clients from advisers approaching retirement.
- Build relations with businesses and stakeholders across Kent.
- Broaden the reach and scope of the business further.
Contact
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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