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
| Organization | Financial Divisions |
| Industry | Banking / Financial Services Jobs |
| Occupational Category | Senior Financial Planner |
| Total Positions | 2 |
| Job Location | Kent, UK |
| Shift Type | Morning |
| Job Type | Full Time |
| Gender | No Preference |
| Career Level | Experienced Professional |
| Experience | 5 Years |
| Posted at | 2026-03-28 5:34 pm |
| Expires on | 2026-11-26 |