Financial Planner

3 weeks ago

Maidstone, United Kingdom Financial Divisions Full time

2 x Financial Planner Vacancies

Business development centric roles

Chartered IFA (Kent based)

Salary negotiable + bonuses


My 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.


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 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 across the county. 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: £70k - £100k (negotiable) + bonuses

Pension, death in service cover, income protection, medical cash plan

25 days holiday + bank holidays

Actively looking to build relationships and generate new business

Full Paraplanning and Administration support from a pooled team


If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdvisions.co.uk

  • Financial Planner

    1 week ago

    Maidstone, United Kingdom Financial Divisions Full time

    Job Description 2 x Financial Planner Vacancies Business development centric roles Chartered IFA (Kent based) Salary negotiable + bonuses My 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...

  • Senior Financial Consultant

    3 hours ago

    Maidstone, Kent, United Kingdom Financial Divisions Full time

    Financial Planner VacanciesWe are seeking a motivated and experienced Financial Planner to join our team at Financial Divisions. The ideal candidate will have a strong background in financial planning and a Chartered status.The successful candidate will be responsible for generating new business and building relationships with businesses and stakeholders...

  • Senior Financial Planner

    23 hours ago

    Maidstone, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking an experienced Senior Financial Planner to join our team in Maidstone, Kent. The successful candidate will have a proven track record in delivering high-quality financial planning services and will be responsible for supporting our Financial Advisers through the delivery of suitability reports and acquisition of new clients.About the RoleAs a...

  • Head of Paraplanning

    6 months ago

    Maidstone, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

  • Planner

    6 months ago

    Maidstone, United Kingdom Golding Homes Full time

    **We are Golding Homes - thank you for looking!** **Background** 'It is a great time to join Golding as we are an efficient, local, visible and listening, providing sustainable homes and communities.' We have an established track record for building quality homes and investing in our local communities. We are excited to recruit for this role at Golding...

  • Planner

    6 months ago

    Maidstone, United Kingdom Golding Homes Full time

    **We are Golding Homes - thank you for looking!** **Background** 'It is a great time to join Golding as we are an efficient, local, visible and listening, providing sustainable homes and communities.' We have an established track record for building quality homes and investing in our local communities. We are excited to recruit for this role at Golding...

  • Strategic Financial Planning Specialist

    2 hours ago

    Maidstone, Kent, United Kingdom CV-Library Full time

    Maidstone, Kent-based CV-Library is recruiting a Senior Finance Planner to lead the organization's financial planning efforts.Key Responsibilities:Oversee the maintenance of the 30-year business plan, ensuring timely updates and scenario planning.Develop and submit the FFR Return to the Regulator of Social Housing.Analyze key drivers impacting business...

  • Planner - 12 Month Ftc

    6 months ago

    Maidstone, United Kingdom Golding Homes Full time

    **We are Golding Homes - thank you for looking!** **Background** 'It is a great time to join Golding as we are an efficient, local, visible and listening, providing sustainable homes and communities.' We have an established track record for building quality homes and investing in our local communities. We are excited to recruit for this role at Golding...

  • Client Support Administrator

    5 months ago

    Maidstone, United Kingdom Schroders Full time

    Overall Purpose Of the Job We are looking for an Administrator to join our successful and award-winning firm of Chartered Financial Planners and to support the Financial Planners in their role. About Benchmark Capital Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every...

  • Client Support Administrator

    6 months ago

    Maidstone, United Kingdom Schroders Full time

    **Exciting Opportunity: IFA Administrator at Benchmark Capital in Maidstone** Join our dynamic team at Benchmark Capital, an award-winning firm of Chartered Financial Planners. We are currently seeking a dedicated Administrator to support our Financial Planners, and contribute to our mission of providing superior financial advice and solutions. **About...

  • Planner (X 6 Month Fixed Term Contract)

    6 months ago

    Maidstone, United Kingdom Golding Homes Full time

    **We are Golding Homes - thank you for looking!** **Background** 'It is a great time to join Golding as we are an efficient, local, visible and listening, providing sustainable homes and communities.' We have an established track record for building quality homes and investing in our local communities. We are excited to recruit for this role at Golding...

  • Maintenance Planning Specialist

    3 hours ago

    Maidstone, Kent, United Kingdom Hays Specialist Recruitment Ltd Full time

    Job DescriptionWe are looking for an experienced Scheduler/Planner and Administrator to work with a busy and growing repair and maintenance team based in the Maidstone area.About the RoleAssisting in scheduling and coordinating trade people to complete repairs and maintenance work.Managing diaries for maintenance operatives.Booking in maintenance jobs with...

  • Planning Officer

    6 months ago

    Maidstone, United Kingdom Maidstone Borough Council Full time

    About the Role Working in a Borough that faces a diverse range of Planning challenges, given our unique combination of rural and urban areas, we are looking for a Planner whose previous enforcement experience can really make an impact. In Maidstone, we cherish our heritage and countryside which we are determined to enhance. Careful management of...

  • Land Buyer

    6 months ago

    Maidstone, United Kingdom Churchill Retirement Living Ltd Full time

    Land is our lifeblood, which is why, we are expanding our Land teams across the country to support our growth drive strategy which will see us doubling our sales output by 2025.Our existing Land Teams are doing fantastic work and you can expect to be joining a high-performing team which is motivated, focused, and goal orientated. This role will see you...