Chartered Financial Planner
2 weeks ago
Chartered Financial Planner - manage existing HNW clients from a retiring adviser across Kent My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 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 1000 clients with assets ranging from £200k - £5m. 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.The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of 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 a brand-new role for a Chartered Financial Planner (or very close to completion) who will be responsible for managing a portion of their existing book of business (from an adviser who is retiring) who are primarily Kent based. This is a servicing role and will be suitable for an a candidate who has a background in an independent wealth planning firm and can work with complex cases. You will have dedeicated admin and paraplanning support as well as a dedicated Compliance Manager. Salary: £70k - £100k (negotiable) + bonusesBenefits: pension, death in service cover, income protection, medical cash plan25 days holiday + bank holidaysManage existing book of business from a retiring adviser Full 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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Kent, United Kingdom Financial Divisions Full timeplus Study Aid, Excellent Bonus Structure This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics...
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Town Planner
1 week ago
Ashford, Kent, United Kingdom Penguin Recruitment Full timeTown Planner Ashford HR 11533 Salary: Negotiable depending on skills and experience Our client, a growing planning and architectural practice are urgently looking to further expand their team by appointing a Town Planner. Working out of their Kent based offices the successful Town Planner will be assisting with a variety of planning applications for...
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Town Planner
1 week ago
Ashford, Kent, United Kingdom Penguin Recruitment Full timeTown Planner Ashford HR 11533 Salary: Negotiable depending on skills and experience Our client, a growing planning and architectural practice are urgently looking to further expand their team by appointing a Town Planner. Working out of their Kent based offices the successful Town Planner will be assisting with a variety of planning applications for...
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Project Planner
7 days ago
Kent, United Kingdom Fawkes & Reece London Full timeAn exciting opportunity has arisen for a Project Planner to join a leading name in Main Contracting to work on various projects in and around Kent.Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead. They operate across a number of sectors...
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Project Planner
6 days ago
KENT, United Kingdom Fawkes & Reece London Full timeAn exciting opportunity has arisen for a Project Planner to join a leading name in Main Contracting to work on various projects in and around Kent.Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead. They operate across a number of sectors...
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Town Planner Town Planning Officer
1 week ago
Ashford, Kent, United Kingdom Penguin Recruitment Full timeNegotiable depending on skills and experience Our client, a growing planning and architectural practice are urgently looking to further expand their team by appointing a Town Planner. Working out of their Kent based offices the successful Town Planner will be assisting with a variety of planning applications for clients within the residential, commercial,...
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Town Planner Town Planning Officer
1 week ago
Ashford, Kent, United Kingdom Penguin Recruitment Full timeNegotiable depending on skills and experience Our client, a growing planning and architectural practice are urgently looking to further expand their team by appointing a Town Planner. Working out of their Kent based offices the successful Town Planner will be assisting with a variety of planning applications for clients within the residential, commercial,...
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Paraplanner
2 months ago
Kent, United Kingdom Financial Divisions Full timeParaplanner – Advisor - £35,000 – Gravesend - Fully Office Based - Discretionary bonus - Private medical insurance.My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner.They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service. With...
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Paraplanner
1 month ago
Kent, United Kingdom Financial Divisions Full timeParaplanner – Advisor - £35,000 – Gravesend - Fully Office Based - Discretionary bonus - Private medical insurance.My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner.They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service. With...
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Paraplanner
1 month ago
Kent, United Kingdom Financial Divisions Full timeParaplanner – Advisor - £35,000 – Gravesend - Fully Office Based - Discretionary bonus - Private medical insurance. My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner.They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service....
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Paraplanner
2 months ago
Kent, United Kingdom Financial Divisions Full timeParaplanner – Advisor - £35,000 – Gravesend - Fully Office Based - Discretionary bonus - Private medical insurance.My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner.They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service. With...
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Paraplanner
2 months ago
Kent, United Kingdom Financial Divisions Full timeParaplanner – Advisor - £35,000 – Gravesend - Fully Office Based - Discretionary bonus - Private medical insurance. My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner.They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service....
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Financial Advisor
3 days ago
Kent, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial Adviser Industry: Financial Planning Location: Kent Salary: OTE £100,000 Job Reference: 7798 Job Description: Are you interested in the flexibility to work remotely, but still be part of a collaborative team? Do you want to work for a firm where you will inherit a substantial client bank and get continued support from a strong...
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Financial Advisor
3 days ago
Kent, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial AdviserIndustry: Financial PlanningLocation: KentSalary: OTE £100,000Job Reference: 7798Job Description:Are you interested in the flexibility to work remotely, but still be part of a collaborative team?Do you want to work for a firm where you will inherit a substantial client bank and get continued support from a strong lead source?Are...
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Financial Advisor
4 days ago
Kent, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial AdviserIndustry: Financial PlanningLocation: KentSalary: OTE £100,000Job Reference: 7798Job Description:Are you interested in the flexibility to work remotely, but still be part of a collaborative team?Do you want to work for a firm where you will inherit a substantial client bank and get continued support from a strong lead source?Are...
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Financial Advisor
3 days ago
Kent, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial Adviser Industry: Financial Planning Location: Kent Salary: OTE £100,000 Job Reference: 7798 Job Description: Are you interested in the flexibility to work remotely, but still be part of a collaborative team? Do you want to work for a firm where you will inherit a substantial client bank and get continued support from a strong...
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Financial Advisor
4 days ago
Kent, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial AdviserIndustry: Financial PlanningLocation: KentSalary: OTE £100,000Job Reference: 7798Job Description:Are you interested in the flexibility to work remotely, but still be part of a collaborative team?Do you want to work for a firm where you will inherit a substantial client bank and get continued support from a strong lead source?Are...
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Financial Advisor
4 days ago
Kent, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial AdviserIndustry: Financial PlanningLocation: KentSalary: OTE £100,000Job Reference: 7798Job Description:Are you interested in the flexibility to work remotely, but still be part of a collaborative team?Do you want to work for a firm where you will inherit a substantial client bank and get continued support from a strong lead source?Are...
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SSOW Planner
6 days ago
Tonbridge, Kent, United Kingdom Carrington West Full time €450Are you a Safe Systems of Work Planner with Network Rail experience? Do you hold a valid SSOWP competency? Location: Tonbridge 5 days a week Rate: £450 per day UMBRELLA Contract Length: 3 months+ This is an exciting opportunity to work directly for the client on multiple projects across the Kent area. Due to the nature of the work, only...
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Tender Planner
6 days ago
Kent, United Kingdom TRS Staffing Solutions Full timeLead the Way to Project Success as a Tender Planner!About The RolePlay a pivotal role in securing projects for a leading civil and infrastructure company in the UK. As a Lead Tender Planner, you'll be responsible for developing winning work program strategies, collaborating with various teams, and ensuring efficient planning for successful tenders and...
