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Chartered Financial Planner

IDEX Consulting Ltd
Posted 9 hours ago, valid for 2 hours
Location

Maidstone, Kent ME17 2BE, England

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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  • A prestigious professional services organization in the UK is seeking an experienced Financial Planner to join their team in Kent.
  • The role requires a proven track record in managing high-net-worth (HNW) clients and handling complex financial cases, with a chartered status or close to it.
  • Candidates should have at least a few years of experience in delivering regulated financial advice and be confident in navigating intricate casework.
  • The position offers a highly attractive commission structure, equity opportunities, and flexible hybrid working arrangements.
  • The successful candidate will have the chance to work with a ready-made portfolio of potential clients while enjoying significant earning potential.

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in Kent.This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships.Key Requirements:

  • Chartered status (or close to)
  • Proven experience in delivering regulated financial advice holding CAS/SPS.
  • Confident in managing HNW clients and navigating intricate casework.
  • Able to influence internal stakeholders and colleagues
  • Passionate, proactive, and self-motivated.

What's on Offer:

  • Highly attractive commission structure.
  • Equity opportunities within the firm.
  • Flexible, hybrid working arrangements.
  • A ready made portfolio of potential clients from the professional services arm of the organisation

The successful candidate should be based in the Kent region and be able to spend a certain portion of the week within the office the nurture the internal relationships but the role is flexible/hybrid

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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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.