Independent Wealth Planning Consultant

4 weeks ago


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

We are seeking a skilled Financial Planner to join our dynamic team at Financial Divisions, a respected Chartered independent wealth planning firm in Kent.

As a middleweight IFA, we serve HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London, offering tailored financial guidance. Our experienced team manages over £500m AUM, providing a range of services, including pensions, investments, tax planning, and protection strategies.

We pride ourselves on delivering exceptional customer satisfaction, resulting in long-lasting relationships with many of our clients. Our business has received numerous awards and remains committed to supporting local community initiatives.

In this role, you will be supported by a dedicated team of Administrators & Paraplanners, enabling you to focus on building relationships and generating new business opportunities.

**Estimated Annual Salary:** £70k - £100k + performance-based bonuses, **Our Comprehensive Benefits Package Includes:** Pension, death in service cover, income protection, medical cash plan, and 25 days' annual leave + bank holidays.



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