Financial Planner Specialist
3 days ago
A Medium-Sized IFA Seeks 2 x Financial Planners in Kent.
The company is a Chartered independent wealth planning firm with offices across Kent, looking for experienced financial planners to join their team. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across Sussex, Kent, and London.
The business manages the affairs of approximately 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.
The company has won numerous awards and is very engaged in local community events and charitable causes. They prioritize exceptional customer satisfaction, resulting in a high rate of retention with some relationships stretching back over 20 years.
The support team comprises 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.
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.
**Estimated Salary:** £70k - £100k + bonuses, **Benefits Include:** Pension, death in service cover, income protection, medical cash plan, and 25 days holiday + bank holidays.
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