Chartered Financial Planner

**Chartered Financial Planner - Near Sevenoaks (Kent), manage a book of longstanding HNW clients and generate some new business, £70k - £85k salary + equity share (OTE £100k+)**

Are you a Chartered Financial Planner/Adviser who enjoys client interaction and providing a quality and transparent service, but don’t enjoy the new business development side of the Adviser role, then this would be an excellent move for you.

My client are an Independent Financial Advice firm based outside Sevenoaks in Kent. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. The Managing Director has a long illustrious careerin financial planning and financial advice and has built a reputation as a leading figure industry across the South-East with clients operating across London, Kent and Sussex having run several successful businesses.

Their clients are a mix of working professionals, wealth accumulators, business executives, retirees and HNW families. Business is busier than ever moving into 2023, and my client has 300+ longstanding clients in their current setup, and this is growingthrough referrals and recommendations. They do not do any marketing activity whatsoever due to the excellent reviews they receive.

The role will be more office based to begin to allow you to get inducted into the business and but then some work from home can be discussed. You will have your Level 4 Diploma and ideally be looking to work towards your chartered status, but this is notessential but preferred. My client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure. My client are looking to offer between £70k - £85k basic salary, commissions, bonus plus an equity share in the business.
- Chartered Financial Planner
- Based outside Sevenoaks, Kent
- You must hold your Level 4 Diploma
- Hold chartered status or close to completion
- Allocated clients to manage
- Full market independent financial advice
- Any new business you can bring is welcomed
- Part account management and part lead conversion
- Clients are retirees, HNW families and City professionals

If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.