Back to search
- BRAND NEW ROLE: Financial Planner Vacancy
- Tunbridge Wells based IFA firm
- Medium sized firm
- Salary negotiable £70k - £77k basic salary
- Profit share scheme - up to 20% of salary
- Pension scheme (up to 10% employer contribution)
- Hybrid working (part office/part home working)
- 25 days holiday plus bank holidays
- Private Medical Insurance and Death in Service Benefit
My client are a Chartered independent wealth planning firm with offices across in Tunbridge Wells (Kent). 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 private clients with assets ranging from £200k - £10m. 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 Managing Director is creating a brand-new role for a Financial Planner (ideally Chartered) who will manage a surplus of existing clients the business has. You will have dedicated admin and paraplanning support. The role will be suitable for a Chartered Financial Planner or someone close to completion. You will be allocated a portion of their existing client bank to manage but any new business you can generate or clients you can bring will be welcomed.
If this role sounds of interest or any other roles I am working on please get in touch.
