Wealth Planning Professional

2 days ago


Maidstone, Kent, United Kingdom Financial Divisions Full time
About the Role

We are seeking a skilled Financial Planner to join our team and contribute to generating new business and expanding our reach across Kent. This opportunity suits candidates with a background in independent wealth planning who are preferably Chartered or aspire to achieve this status. As a Financial Planner, you will have dedicated support from our experienced administration and paraplanning teams, enabling you to focus on building relationships and driving growth.

Key Responsibilities:

  • Developing and maintaining relationships with businesses and stakeholders across Kent
  • Broadening the scope and reach of the business within the county
  • Generating new business opportunities through networking events, conferences, and other channels


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