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Financial Planner

2 months ago

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

We are seeking a highly skilled Chartered Financial Planner to join our team at Financial Divisions. As a Chartered Financial Planner, you will be responsible for managing a portion of our existing book of business from a retiring adviser, primarily based in Kent.

Key Responsibilities:
  • Manage a portfolio of existing HNW clients
  • Provide expert financial planning and advice to clients
  • Work closely with our administration and paraplanning team to ensure seamless client service
  • Develop and maintain strong relationships with clients and colleagues
What We Offer:
  • Competitive salary of £70k - £100k (negotiable) + bonuses
  • Pension, death in service cover, income protection, and medical cash plan
  • 25 days holiday + bank holidays
  • Opportunity to work with a complex and interesting client base

If you are a motivated and experienced Chartered Financial Planner looking for a new challenge, please get in touch to discuss this exciting opportunity.