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2 x Financial Planner Vacancies - 1 year of advising experience required

Financial Divisions
Posted a day ago, valid for 11 days
Location

Maidstone, Kent ME15 8ED, England

Salary

£50,000 - £60,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • There are 2 vacancies for Financial Planners in Maidstone, Kent, requiring 1 year of advising experience.
  • The salary is negotiable and includes an attractive benefits package.
  • The role involves managing existing clients and generating new business while providing whole market financial advice.
  • Candidates should have a background in independent wealth planning and ideally be Chartered or working towards Chartered status.
  • The firm offers dedicated administrative and paraplanning support along with additional benefits such as 25 days holiday and pension plans.

2 x Financial Planner Vacancies**1 year of advising experience required***Maidstone offices (Kent)Salary negotiable with attractive benefits packageMix of managing existing clients and generate new businessMy 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.They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of client 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 2 brand-new roles for Financial Planners who are interested in generating some new business and seeking to attend networking events, conferences etc. 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. You will have dedicated admin and paraplanning support.Salary is negotiable + bonusesPension, death in service cover, income protection, medical cash plan25 days holiday + bank holidaysActively looking to build relationships and generate new businessFull Paraplanning and Administration support from a pooled teamIf this role sounds of interest or any other roles I am working on please get in touch.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.