Senior Financial Planner

Description:

Financial Divisions, a North Kent-based independent wealth planning firm, is seeking an entrepreneurial Senior Financial Planner for a brand-new role. The firm offers whole-of-market financial advice to high-net-worth retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. Client asset portfolios range from £150000 to over £5 million. Advisers provide guidance on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and specialized schemes such as VCT and EIS. Strong relationships with solicitor practices contribute to referrals and business development.

Key Responsibilities:

• Manage existing clients while actively generating new business.

• Attend networking events, conferences, and industry gatherings to expand client base.

• Maintain and grow client relationships, ensuring high levels of satisfaction and trust.

• Collaborate with dedicated admin and paraplanning support to deliver comprehensive financial advice.

Ideal Candidate:

• Demonstrable record of winning new business and obtaining referrals/recommendations.

• Background in independent wealth planning firms preferred.

• Chartered or working towards Chartered status.

• Entrepreneurial mindset with a desire to broaden the firm’s reach and client base.

Additional Information & Benefits:

• Salary range: £100000 - £125000 per year.

• Equity stake/share options included.

• Supportive team with dedicated admin and paraplanning assistance.