Chartered Financial Planner

We are working with a well-established, privately owned, whole-of-market Independent Financial Advice firm based in the Maidstone area that is continuing to grow steadily following more than 30 years of putting clients at the heart of everything they do.

The business has a strong financial position, excellent cashflow and a healthy pipeline of new business, giving them the confidence to continue investing in the future while maintaining the genuinely client-focused approach that has been central to the firm since its foundation.

As part of this continued growth, they are looking to appoint an experienced Financial Planner to join the team.

This is an excellent opportunity for an adviser who is passionate about delivering high-quality financial planning and building long-term client relationships, rather than being driven primarily by revenue generation.

One of the key attractions is the availability of existing client books to take over.

The firm has established relationships and clients who require ongoing advice, meaning the successful Financial Planner will have the opportunity to inherit existing relationships both immediately and as the business continues to grow.

Alongside this, there is a strong flow of new business coming into the firm, providing further opportunities to develop a client base over the long term.

The emphasis, however, is firmly on quality rather than quantity.

The business is looking for someone who measures success by the quality of the advice they provide and the outcomes they achieve for their clients, rather than simply focusing on how much revenue they can generate.

As a Financial Planner, you will:

• Take responsibility for an existing portfolio of clients and develop long-term relationships.
• Provide holistic, whole-of-market financial planning and advice.
• Conduct regular client reviews and ensure advice remains aligned with clients' objectives.
• Develop a detailed understanding of each client's circumstances, aspirations and financial goals.
• Identify planning opportunities where appropriate, always with the client's best interests at the forefront.
• Work closely with the wider technical, paraplanning and administration teams.
• Build relationships with new clients generated through the firm's existing pipeline and reputation.
• Maintain the highest standards of client service and regulatory compliance.
• Contribute to the continued growth of the business without compromising its client-first philosophy.

This role would suit an experienced Financial Adviser or Financial Planner who genuinely enjoys the relationship side of financial planning.

You will ideally:

• Hold CAS and be fully authorised.
• Have experience providing holistic financial planning advice.
• Be comfortable working with HNW clients and complex financial planning requirements.
• Have a strong understanding of investments, pensions, retirement planning and protection.
• Be confident managing and developing long-term client relationships.
• Take pride in delivering excellent client outcomes.
• Be commercially aware without being driven solely by revenue.
• Want to work within a stable, privately owned business where client relationships are valued over short-term sales targets.

Most importantly, you will genuinely care about doing the right thing for your clients.

• £80,000 – £120,000 basic salary, depending on experience.
• Discretionary bonus.
• Existing client book to inherit.
• Further client opportunities as the business continues to grow.
• Strong pipeline of new business.
• Established and financially secure privately owned business.
• Whole-of-market independent advice proposition.
• Supportive technical, paraplanning and administration infrastructure.
• Long-term career opportunity within an established business.
• A genuinely client-focused culture.

After more than 30 years in the market, this is a business with a proven track record and a strong reputation for putting clients first.

With healthy cashflow, continued new business and established client relationships available to pass across to advisers, the firm is in an excellent position to continue its steady growth.

For the right Financial Planner, this represents an opportunity to join a business where you can focus on providing excellent financial planning, build meaningful long-term client relationships and have the support to grow your career, without the pressure of being judged primarily on revenue generation.

If you are an experienced adviser who believes that good financial planning starts with understanding the client rather than chasing the next piece of business, this could be an excellent opportunity.