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Financial Planner
3 weeks ago
BWD Search & Selection Kent, United KingdomI am working on behalf of a long established national advisory business in the recruitment of a qualified and ambitious financial planner. The successful hire will inherit a highly profitable client base, this base offering one of the best earning opportunitieswithin the team. · ...
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Financial Planner
3 days ago
Idex Kent, United KingdomKeen to work with high net worth clients and have a genuine stream of quality leads? Keen for a clear route for progression and ability to be promoted based on merit? Keen for an uncapped bonus scheme with realistic targets? · Keen for a clear charging structure for your clients ...
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Financial Planner
2 weeks ago
Idex Kent, United Kingdom Part time, Full timeA high performing Financial Planning organisation are looking to bolster their team in Kent with an important Financial Advisor hire. This role will divide it's time between the office in central London and Kent. · This particular opportunity is quite unique for the following rea ...
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Chartered Financial Planner
2 weeks ago
Financial Divisions Kent, United KingdomJob Description · Chartered Financial Planner – Salary to be determined (negotiable) - Chartered IFA firm · My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 members of staff with. They offer whole of market financial ...
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Chartered Financial Planner
2 weeks ago
Financial Divisions Kent, United KingdomChartered Financial Planner – Salary to be determined (negotiable) - Chartered IFA firm · My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW reti ...
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Chartered Financial Planner
4 days ago
Financial Divisions Kent, United Kingdom Full timeOur client, a Chartered independent wealth planning firm with offices throughout Kent, is seeking a Chartered Financial Planner to manage a portfolio of high-net-worth clients from a retiring adviser. This firm, known for its whole-of-market financial advice, caters to HNW retire ...
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Financial Planner I
2 weeks ago
Financial Divisions Kent, United KingdomChartered Financial Planner – Salary to be determined (negotiable) - Chartered IFA firm · 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 ...
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Financial Planner I
2 weeks ago
Financial Divisions Kent, United KingdomJob Description Chartered Financial Planner – Salary to be determined (negotiable) - Chartered IFA firm · 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 ma ...
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New Client Adviser
1 week ago
Idex Kent, United KingdomDoes this sound interesting to you · Being a part of a leading British company with one of the largest retail and commercial presences throughout the country - Whose ambition it is to become one of the top 3 Wealth Planning businesses in the next five years · Having the opportuni ...
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Project Planner
1 week ago
Fawkes & Reece London KENT, United Kingdom Permanent, Full timeAn exciting opportunity has arisen for a Project Planner to join a leading name in Main Contracting to work on various projects in and around Kent. · Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial positi ...
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Independent Financial Advisor
1 week ago
Vision-FS Recruitment Kent, United Kingdom Part time, Full timeFinancial Advisor | Independent Financial Advisor · £50,000 - £150,000 | Un-Capped Earnings · Clients + Leads Provided · Sevenoaks| Surrounding Area's · Level 4 Diploma | CF30 Financial Advisor · YOUR NEW COMPANY · This is an award-winning UK Financial Advisor | Wealth Manager wh ...
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Independent Financial Advisor
1 week ago
Vision-FS Recruitment Kent, United Kingdom Part time, Full timeFinancial Advisor | Independent Financial Advisor · £50,000 - £150,000 | Un-Capped Earnings · Clients + Leads Provided · Maidstone| Surrounding Area's · Level 4 Diploma | CF30 Financial Advisor · YOUR NEW COMPANY · This is an award-winning UK Financial Advisor | Wealth Manager wh ...
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Financial Divisions Kent, United Kingdom Full timeplus Study Aid, Excellent Bonus Structure · This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and deliver ...
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Financial Divisions Kent, United Kingdom Full timeplus Excellent Bonus Structure · This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and delivering excepti ...
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Financial Paraplanner
4 weeks ago
Financial Divisions Kent, United KingdomParaplanner - Financial Advisor - £38K - Career Progression - Study Aid - Excellent Bonus Structure - Office Based - North KentThis very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly se ...
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Paraplanner
4 weeks ago
Financial Divisions Kent, United KingdomParaplanner – Financial Advisor - £38K – Career Progression – Study Aid – Excellent Bonus Structure – Office Based - North KentThis very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly se ...
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Project Director
2 days ago
Galliford Try Kent, United Kingdom Full timeNote for Recruitment Agencies: · We prefer to hire directly and we will be in touch with our PSL Agencies if this role is eligible for release. · We do not accept speculative CVs from agencies. If speculative CVs are sent, no fee will be applicable – please direct all queries to ...
Chartered Financial Planner - Kent, United Kingdom - Financial Divisions
Description
Chartered Financial Planner - manage existing HNW clients from a retiring adviser across Kent My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 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 1000 clients with assets ranging from £200k - £5m.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.
The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.
The Managing Director is creating a brand-new role for a Chartered Financial Planner (or very close to completion) who will be responsible for managing a portion of their existing book of business (from an adviser who is retiring) who are primarily Kent based.
This is a servicing role and will be suitable for an a candidate who has a background in an independent wealth planning firm and can work with complex cases.
You will have dedeicated admin and paraplanning support as well as a dedicated Compliance Manager.Salary:
£70k - £100k (negotiable) + bonusesBenefits: pension, death in service cover, income protection, medical cash plan25 days holiday + bank holidaysManage existing book of business from a retiring adviser Full Paraplanning and Administration support from a pooled teamIf this role sounds of interest or any other roles I am working on please get in touch.
