Vacancy Detail

Financial Planner

Recruit Wealth are delighted to be representing a top tier national Wealth Management business who are now seeking to appoint a highly experienced Financial Planner.

This role sits out of the businesses Kent operation servicing existing high net worth clients as well building on new client activity and lead generation.

Ideally you will have many years Financial Planning experience holding CAS and SPS with the view that you are already working towards Chartered status if not already.

There is an existing client bank available from existing senior partners with the view that the team is segmenting clients and succession planning for the future. Full details on this client bank will be discussed on application with us here at Recruit Wealth.

Most of the existing clients are within Kent and London so travel should be expected when restrictions are lifted in the long term. However, virtual technology has been successfully implemented so clients have already adapted to speaking to the business remotely.

The company are very well known for offering a market leading proposition with an excellent ethical and holistic approach at the forefront of everything they do. They are award winning and recognised as one of the prominent names in the Financial Planning industry.

You will have expert knowledge of Investments, Pensions and associated products and be able to confidently deal with high net worth individuals relating to their current financial status with the view to secure their future financial security.

Naturally with a brand such as this you will be given full administration and paraplanning support.

This opportunity is employed only with a bonus package paid annually. Our client has traditionally paid a high basic salary and a good bonus so this really is an attractive opportunity at this time.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

Location: Maidstone, Kent | Salary: 65000 - 100000 per | Job type: Permanent | Posted: 20/01/2021