Senior Financial Planner

Description:

I am recruiting for a key client of mine, a Kent based IFA firm who are seeking to recruit 2 Senior Financial Planners.

2 x Senior Financial Planner vacancies

• 5 - 10 years of solid whole of market advising experience
• Whole of market financial planning business
• Working with HNW & UHNW private clients (retirees, families, business owners)
• Clients invested assets range from £200k - £15m+
• Full Paraplanning and Administration support from a pooled team
• Pensions, investments, tax planning, retirement planning, cashflow modelling
• Inheritance tax planning, estate planning, trusts, POA, Wills and Trusts
• 25 days holiday + bank holidays
• Benefits packages are negotiable
• Servicing existing clients and seeking to build new relationships with clients