Financial Service Planner

2 weeks ago


Kent, United Kingdom IDEX Consulting Ltd Full time €65,000

Financial Planner (client book to inherit) Kent
Up to circa £65,000 basic plus bonus and benefits

A high performing Financial Planning organisation are looking to bolster their team in Kent with an important Financial Advisor hire.

You will be working closely with an extremely experienced Financial Advisor who has a large/high income portfolio of high net worth private clients
- There is extremely high earning potential in this book of business but also a fantastic opportunity to develop new business from it and enhance your earnings further.

3 years + experienced financial planner who can demonstrate year on year high performance and retention of clients and new business development
- Technical product knowledge and experience of dealing with high net worth clients across the full product range including investments, pensions, tax and trusts
- Someone happy to see clients in their homes/businesses and the office. Alongside all of the above you will also be working for an award winning Financial Planning business with full paraplanning, admin and compliance support which leaves you to do what you do best.

If this role in Kent interests you please apply or contact me confidentially for a discreet and informal chat about the opportunity.



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