Kent Financial Strategist

1 day ago


Maidstone, Kent, United Kingdom Financial Divisions Full time
Kent Financial Development Role

We are seeking a skilled Financial Planner to join our team in Kent, focusing on financial strategy and business development.

The ideal candidate will have a background in independent wealth planning firms and be Chartered or aspire to work towards Chartered status.

This role involves working closely with our admin and paraplanning support team to deliver exceptional customer service and achieve sales targets.

The estimated salary for this position is £85k, along with a range of benefits including pension, death in service cover, income protection, medical cash plan, and 25 days holiday + bank holidays.

Key Tasks:

  1. Developing and executing financial strategies to drive business growth
  2. Building strong relationships with businesses and stakeholders across Kent
  3. Delivering exceptional customer service to existing clients
  4. Working collaboratively with the admin and paraplanning support team to achieve sales targets

Essential Qualifications:

  • Chartered or aspiring to work towards Chartered status
  • Background in an independent wealth planning firm
  • Proven business development skills
  • Excellent communication and interpersonal skills

Benefits:

You will enjoy a range of benefits, including pension, death in service cover, income protection, medical cash plan, and 25 days holiday + bank holidays.



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