Financial Planner
6 days ago
Job Description 2 x Financial Planner Vacancies Business development centric roles Chartered IFA (Kent based) Salary negotiable + bonuses My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with.
They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London.
In their current setup they manage the affairs of c.2000 clients (over £500m AUM) with assets ranging from £150k - £20m.
The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes.
They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM.
The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes.
They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years.
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Financial Planner
2 weeks ago
Maidstone, United Kingdom Financial Divisions Full time2 x Financial Planner VacanciesBusiness development centric rolesChartered IFA (Kent based)Salary negotiable + bonusesMy client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners...
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Financial Planner
1 month ago
Maidstone, United Kingdom Financial Divisions Full time2 x Financial Planner VacanciesBusiness development centric rolesChartered IFA (Kent based)Salary negotiable + bonusesMy client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners...
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Financial Planner
4 weeks ago
Maidstone, United Kingdom Financial Divisions Full timeJob Description 2 x Financial Planner Vacancies Business development centric roles Chartered IFA (Kent based) Salary negotiable + bonuses My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local...
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Senior Financial Consultant
3 weeks ago
Maidstone, Kent, United Kingdom Financial Divisions Full timeFinancial 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...
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Kent Financial Advisor
1 week ago
Maidstone, Kent, United Kingdom Financial Divisions Full timeAbout 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...
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Independent Financial Planning Specialist
4 days ago
Maidstone, Kent, United Kingdom Financial Divisions Full timeJoin 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...
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Business Development Financial Specialist
26 minutes ago
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...
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Senior Financial Planner
3 weeks ago
Maidstone, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an experienced Senior Financial Planner to join our team in Maidstone, Kent. The successful candidate will have a proven track record in delivering high-quality financial planning services and will be responsible for supporting our Financial Advisers through the delivery of suitability reports and acquisition of new clients.About the RoleAs a...
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Wealth Management Consultant
4 days ago
Maidstone, Kent, United Kingdom Financial Divisions Full timeJob OpportunityWe are seeking a skilled Financial Planner to join our team at Financial Divisions, a renowned independent wealth planning firm based in Kent. As a key member of our team, you will play a vital role in generating new business and building relationships with clients across the region.The ideal candidate will have a strong background in...
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Planner
6 months ago
Maidstone, United Kingdom Golding Homes Full time**We are Golding Homes - thank you for looking!** **Background** 'It is a great time to join Golding as we are an efficient, local, visible and listening, providing sustainable homes and communities.' We have an established track record for building quality homes and investing in our local communities. We are excited to recruit for this role at Golding...
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Planner
7 months ago
Maidstone, United Kingdom Golding Homes Full time**We are Golding Homes - thank you for looking!** **Background** 'It is a great time to join Golding as we are an efficient, local, visible and listening, providing sustainable homes and communities.' We have an established track record for building quality homes and investing in our local communities. We are excited to recruit for this role at Golding...
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Strategic Financial Planning Specialist
3 weeks ago
Maidstone, Kent, United Kingdom CV-Library Full timeMaidstone, 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...
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Planner - 12 Month Ftc
6 months ago
Maidstone, United Kingdom Golding Homes Full time**We are Golding Homes - thank you for looking!** **Background** 'It is a great time to join Golding as we are an efficient, local, visible and listening, providing sustainable homes and communities.' We have an established track record for building quality homes and investing in our local communities. We are excited to recruit for this role at Golding...
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Administrative Support Associate
28 minutes ago
Maidstone, Kent, United Kingdom CV-Library Full timeAbout the RoleWe are offering a generous salary of £40,000 - £60,000 per annum, plus company bonus, excellent benefits, and a professional working culture. The role involves supporting Financial Planners with administrative tasks, client communication, and data entry.
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Client Support Administrator
6 months ago
Maidstone, United Kingdom Schroders Full time**Exciting Opportunity: IFA Administrator at Benchmark Capital in Maidstone** Join our dynamic team at Benchmark Capital, an award-winning firm of Chartered Financial Planners. We are currently seeking a dedicated Administrator to support our Financial Planners, and contribute to our mission of providing superior financial advice and solutions. **About...
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Planner (X 6 Month Fixed Term Contract)
6 months ago
Maidstone, United Kingdom Golding Homes Full time**We are Golding Homes - thank you for looking!** **Background** 'It is a great time to join Golding as we are an efficient, local, visible and listening, providing sustainable homes and communities.' We have an established track record for building quality homes and investing in our local communities. We are excited to recruit for this role at Golding...
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Investment Manager
9 hours ago
Maidstone, United Kingdom Mbf Full timeJob Description Are you an accomplished investment professional with a strong background in discretionary portfolio management and team leadership? Our client, a highly respected financial planning and investment management firm, is seeking an experienced Discretionary Portfolio Manager & Branch Principal to join their team. You will play a pivotal role in...
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Investment Manager
3 weeks ago
Maidstone, United Kingdom Mbf Full timeAre you an accomplished investment professional with a strong background in discretionary portfolio management and team leadership?Our client, a highly respected financial planning and investment management firm, is seeking an experienced Discretionary Portfolio Manager & Branch Principal to join their team.You will play a pivotal role in managing client...
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Investment Manager
1 week ago
Maidstone, United Kingdom Mbf Full timeAre you an accomplished investment professional with a strong background in discretionary portfolio management and team leadership?Our client, a highly respected financial planning and investment management firm, is seeking an experienced Discretionary Portfolio Manager & Branch Principal to join their team.You will play a pivotal role in managing client...
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Investment Manager
1 week ago
Maidstone, United Kingdom Mbf Full timeAre you an accomplished investment professional with a strong background in discretionary portfolio management and team leadership?Our client, a highly respected financial planning and investment management firm, is seeking an experienced Discretionary Portfolio Manager & Branch Principal to join their team.You will play a pivotal role in managing client...