Financial Advisor
1 month ago
About Our Client
Our 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 flow modelling, retirement planning, protection, and bespoke schemes such as VCT & EIS schemes.
Their advisers consult closely with accountancy and solicitor practices who refer business to them, prioritizing exceptional client service over growing assets under management.
The firm has received numerous awards for its commitment to local community events and charitable causes.
Key Benefits
- Pension scheme
- Death in service cover
- Income protection
- Medical cash plan
25 days holiday + bank holidays
Actively seeking to build strong relationships and generate new business opportunities.
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