Financial Planner

2 days ago


Maidstone, Kent, United Kingdom Financial Divisions Full time
Chartered Financial Planner Role

Join our team of experienced financial planners at Financial Divisions, a leading independent wealth planning firm with offices across Kent. As a Chartered Financial Planner, you will be responsible for managing existing high net worth clients from a retiring adviser across Kent.

Key Responsibilities:
  • Manage a portfolio of existing HNW clients, providing expert financial advice and guidance.
  • Develop and implement tailored financial plans to meet the unique needs of each client.
  • Collaborate with the support team to ensure seamless client service and high levels of customer satisfaction.
  • Contribute to the growth and development of the business, identifying new opportunities and areas for expansion.
About the Business:

Financial Divisions is a highly respected and award-winning firm, known for its exceptional customer service and commitment to delivering the best possible outcomes for its clients. With a strong focus on community engagement and charitable giving, we are proud to be a part of the local business community.

As a Chartered Financial Planner, you will have the opportunity to work with a diverse range of clients, from retirees to local families and SME owners. You will be part of a dynamic and supportive team, with access to ongoing training and development opportunities.

We offer a competitive salary and benefits package, including a basic salary of £70k - £100k depending on experience. If you are a motivated and experienced financial planner looking for a new challenge, we would love to hear from you.


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