Financial Planner – Kent Kent | Medium- Wealth Management Firm £70,000 – £100,000 + bonus
other jobs Financial Divisions
Added before 2 Days
- England,South East,Kent
- Full Time, Permanent
- £70,000 - £100,000 per annum
Job Description:
Financial Planner – Kent
Kent | Medium- Wealth Management Firm
£70,000 – £100,000 + bonus (negotiable)
25 days holiday + bank holidays
Pension, death in service, income protection, medical cash plan
A well-established Chartered independent wealth planning firm with offices across Kent is looking to hire two Financial Planners to join their award-winning team. The firm provides whole-of-market advice to HNW retirees, families, accumulators, and SME owners across Kent, Sussex, and London. They currently manage circa 2,000 clients with over £600m AUM, advising on pensions, investments, tax planning, retirement and cashflow planning, protection, and specialist solutions such as VCT and EIS schemes.
The firm is highly regarded for client service, with long-standing relationships—some over 20 years—and strong connections to local accountancy and legal practices that provide a steady stream of referrals. The support team comprises experienced paraplanners and administrators across two offices, providing dedicated assistance and encouraging ongoing professional development.
The Role
These are newly created roles, managing existing client portfolios as advisers approach retirement. You will have full paraplanning and administration support, allowing you to focus on delivering high-quality advice, building relationships with clients, and engaging with businesses and stakeholders across Kent. This is an ideal position for a candidate with a background in independent wealth planning, preferably Chartered or working towards Chartered status.
You will also have the opportunity to develop new business and expand the firm’s reach in the region, while benefiting from a collaborative, supportive team environment.
Key Benefits
*Competitive salary £70k–£100k + bonuses
*Full paraplanning and administration support
*Pension, death in service, income protection, and medical cash plan
*25 days holiday plus bank holidays
*Clear opportunities to build client relationships and generate new business
If you’re an experienced Financial Planner looking for a role with career progression, high-quality clients, and a supportive team, this is an excellent opportunity.
Contact Sam at Financial Divisions.
Kent | Medium- Wealth Management Firm
£70,000 – £100,000 + bonus (negotiable)
25 days holiday + bank holidays
Pension, death in service, income protection, medical cash plan
A well-established Chartered independent wealth planning firm with offices across Kent is looking to hire two Financial Planners to join their award-winning team. The firm provides whole-of-market advice to HNW retirees, families, accumulators, and SME owners across Kent, Sussex, and London. They currently manage circa 2,000 clients with over £600m AUM, advising on pensions, investments, tax planning, retirement and cashflow planning, protection, and specialist solutions such as VCT and EIS schemes.
The firm is highly regarded for client service, with long-standing relationships—some over 20 years—and strong connections to local accountancy and legal practices that provide a steady stream of referrals. The support team comprises experienced paraplanners and administrators across two offices, providing dedicated assistance and encouraging ongoing professional development.
The Role
These are newly created roles, managing existing client portfolios as advisers approach retirement. You will have full paraplanning and administration support, allowing you to focus on delivering high-quality advice, building relationships with clients, and engaging with businesses and stakeholders across Kent. This is an ideal position for a candidate with a background in independent wealth planning, preferably Chartered or working towards Chartered status.
You will also have the opportunity to develop new business and expand the firm’s reach in the region, while benefiting from a collaborative, supportive team environment.
Key Benefits
*Competitive salary £70k–£100k + bonuses
*Full paraplanning and administration support
*Pension, death in service, income protection, and medical cash plan
*25 days holiday plus bank holidays
*Clear opportunities to build client relationships and generate new business
If you’re an experienced Financial Planner looking for a role with career progression, high-quality clients, and a supportive team, this is an excellent opportunity.
Contact Sam at Financial Divisions.
Job number 3555369
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Financial Divisions
As a consultancy, we look after our candidates and offer a bespoke approach which makes us distinctive in today?s market-place.
We are interested in ...