Kent Financial Planning Professional

3 days ago


Folkestone, Kent, United Kingdom Financial Divisions Full time
Job Description

Middleweight IFA in Kent Expands Team with Two Financial Planner Positions.

The company, a prominent Chartered independent wealth planning firm in Kent, seeks two highly skilled financial planners to enhance their services. With offices spanning across Kent, they cater to HNW retirees, accumulators, local families, and SME owners in Sussex, Kent, and London, providing comprehensive financial guidance.

As a significant player in the region, managing over £500m AUM, the business offers a range of services including pensions, investments, tax planning, cash flow modelling, retirement planning, and protection strategies. Their expertise extends to niche areas like VCT & EIS schemes.

With a strong commitment to customer satisfaction, the company boasts an impressive track record of retaining long-term client relationships, often exceeding 20 years. Their dedication to excellence is reflected in their numerous awards and active involvement in local community initiatives.

An accomplished support team, comprising Administrators & Paraplanners, works closely with the financial planners to ensure seamless delivery of services. Ongoing professional development opportunities are available, facilitating growth and enhancement of skills.

This opportunity is ideal for a seasoned financial planner with a background in an independent wealth planning firm, aiming to expand their business network and contribute to the company's success.

**Estimated Annual Salary:** £70k - £100k + performance-based bonuses, **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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