Financial Planning Specialist

5 days ago


Maidstone, Kent, United Kingdom CV-Library Full time

Take your financial planning career to the next level with CV-Library in Chatham. As a Senior Financial Advisor, you will have a solid foundation of existing clients and leads, allowing you to focus on providing high-quality advice and growing your client base.

We engage in targeted marketing initiatives and receive referrals from reputable professionals, ensuring a steady stream of new opportunities. Our business is built on delivering exceptional results for our clients, and we're looking for an experienced Financial Advisor who shares our vision.

Key Benefits

  • Comprehensive Back Office Support: You will have access to a dedicated team of Paraplanners, Administrators, Compliance, Operations, and IT professionals who will support you every step of the way.
  • Autonomy to Offer Independent Advice: With our comprehensive back office support, you'll have the freedom to tailor your services to meet each client's unique needs.
  • Ongoing Training and Development: We're committed to helping you grow professionally, with regular training sessions and development opportunities available to enhance your skills and knowledge.

Requirements

  • Significant Experience: You should possess at least 5 years of experience as a Financial Advisor.
  • Qualifications: A full Level 4 Diploma in Financial Planning or equivalent qualification is essential.

Compensation Package

  • Your annual salary will range from £40,000 to £50,000, with the potential to exceed £75,000 in year one and £100,000+ in year two, based on performance.
  • You will also receive a car allowance and additional annual bonus upon achieving specific targets.


  • Maidstone, Kent, United Kingdom Financial Divisions Full time

    Join Our TeamWe are seeking an experienced Financial Planner to join our team at Financial Divisions, a respected independent wealth planning firm in Kent. As a key member of our team, you will play a critical role in building relationships with clients, generating new business, and delivering exceptional customer service.The ideal candidate will have a...


  • Maidstone, Kent, United Kingdom Hays Specialist Recruitment Ltd Full time

    Your new roleYou will play a vital part in the strategic development of your organisation by working closely with the leadership team to enable effective decision-making and achievement of organisational aims. The Finance Business Partner position is a full-time and permanent role.The successful candidate will have a strong background in financial planning...


  • Maidstone, Kent, United Kingdom Financial Divisions Full time

    **Job Overview:**We are seeking a highly skilled Financial Planner to join our team at Financial Divisions, a leading independent wealth planning firm in Kent. This is an excellent opportunity for a motivated and business development-focused individual to grow their career in a dynamic and supportive environment.Key Responsibilities:To generate new business...


  • Maidstone, Kent, United Kingdom Hays Specialist Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team in Maidstone. This is a 9-month fixed term contract, working Monday to Friday, 9-5.The ideal candidate will have a strong understanding of cash books and purchase and sales ledgers. You will be responsible for managing accounts receivable and ensuring accurate...


  • Maidstone, Kent, United Kingdom Financial Divisions Full time

    **About Us:**Financial Divisions is a renowned independent wealth planning firm based in Kent. With a strong reputation for delivering exceptional customer service and providing whole-of-market financial advice, we offer a unique opportunity for a talented Financial Planner to join our team.Job Summary:We are looking for a results-driven Financial Planner...


  • Maidstone, Kent, United Kingdom CV-Library Full time

    Company OverviewCV-Library, a national brand in Financial Services, is expanding rapidly and seeking a skilled Financial Planning Administrator/Relationship Exec Assistant.


  • Maidstone, Kent, United Kingdom Financial Divisions Full time

    Financial Planner VacanciesWe are seeking a motivated and experienced Financial Planner to join our team at Financial Divisions. The ideal candidate will have a strong background in financial planning and a Chartered status.The successful candidate will be responsible for generating new business and building relationships with businesses and stakeholders...


  • Maidstone, Kent, United Kingdom Financial Divisions Full time

    About the RoleWe are seeking a talented Financial Planner to join our team at Financial Divisions, a leading independent wealth planning firm in Kent. The successful candidate will be responsible for generating new business, building relationships with clients, and delivering exceptional customer service.The ideal candidate will have a strong background in...


  • Maidstone, Kent, United Kingdom Financial Divisions Full time

    **Job Description:**We are seeking a highly skilled Financial Planner to join our team at Financial Divisions, a leading independent wealth planning firm in Kent. As a Financial Planner, you will play a key role in generating new business leads, building relationships with key stakeholders, and contributing to the growth and success of the...


  • Maidstone, Kent, United Kingdom CV-Library Full time

    Maidstone, Kent-based CV-Library is recruiting a Senior Finance Planner to lead the organization's financial planning efforts.Key Responsibilities:Oversee the maintenance of the 30-year business plan, ensuring timely updates and scenario planning.Develop and submit the FFR Return to the Regulator of Social Housing.Analyze key drivers impacting business...


  • Maidstone, Kent, United Kingdom CV-Library Full time

    Retail Planning SpecialistWe are seeking a Retail Planning Specialist to play a pivotal role in the Travel Retail industry, shaping our company's direction and serving millions of Duty Free Ferry passengers each year. This position demands excellence in time management, project management, numerical skills, planning, and analytical thinking. The ideal...


  • Maidstone, Kent, United Kingdom Hays Specialist Recruitment Ltd Full time

    Job DescriptionWe are looking for an experienced Scheduler/Planner and Administrator to work with a busy and growing repair and maintenance team based in the Maidstone area.About the RoleAssisting in scheduling and coordinating trade people to complete repairs and maintenance work.Managing diaries for maintenance operatives.Booking in maintenance jobs with...

  • Financial Advisor

    4 weeks ago


    Maidstone, Kent, United Kingdom Financial Divisions Full time

    About Our ClientOur client is a well-established, Chartered independent wealth planning firm with offices across Kent. They provide comprehensive financial advice to high net worth individuals and businesses based in the South East region.With a strong presence in the local community, they offer expert guidance on pensions, investments, tax planning, cash...


  • Maidstone, Kent, United Kingdom Cobb & Jones Full time

    Company OverviewCobb & Jones, a dynamic FMCG business, is seeking an experienced FP&A Analyst to join their rapidly expanding team. This role will play a pivotal part in driving financial analysis, forecasting, and planning for the company's group businesses.SalaryThe estimated salary for this position is £45,000 per annum, commensurate with experience and...


  • Maidstone, Kent, United Kingdom CV-Library Full time

    We are seeking a skilled Paraplanner to develop and maintain internal relationships, manage client documentation, and produce high-quality financial planning reports.Key Responsibilities:Produce comprehensive financial planning reports for review and approval by experienced advisers, adhering to industry standards for suitability and quality.Obtain necessary...


  • Maidstone, Kent, United Kingdom Hays Specialist Recruitment Ltd Full time

    About the RoleAs a Strategic Financial Partner, you will play a key role in the financial planning and management of your organisation. You will be responsible for preparing five-year financial plans for entities within the organisation, as well as preparing annual budgets that support the financial plan.This role requires excellent analytical and...


  • Maidstone, Kent, United Kingdom CV-Library Full time

    We are seeking a highly motivated Financial Services Specialist to join our team in East Malling. As a key member of our Wealth Management division, you will play a vital role in supporting our advisors and clients.About the Role:Providing administrative support to our advisory team, including monitoring diaries, opportunities, queries, and...


  • Maidstone, Kent, United Kingdom Howden Group Full time

    Job Title: Financial Analysis SpecialistAbout Us:Howden Group is a global leader in the insurance industry, with a presence in over 100 countries. We pride ourselves on our collaborative and inclusive culture, where talented individuals can thrive and grow.Job Description:We are seeking a highly skilled Financial Analysis Specialist to join our team in...


  • Maidstone, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Description:We are seeking a highly motivated and experienced Financial Planning Associate to join our team. As a key member of our team, you will play a vital role in supporting Financial Advisers and contributing to the growth of our business.The successful candidate will be responsible for producing comprehensive suitability reports, writing...


  • Maidstone, Kent, United Kingdom Howden Group Full time

    Job Title: Corporate Financial Planning ExpertAbout Us:Howden Group is a dynamic and innovative company that prides itself on its collaborative culture and commitment to excellence. We are dedicated to delivering exceptional results for our clients and stakeholders, while fostering a positive and inclusive work environment.Job Description:We are seeking a...