Chartered Financial Planner

Overview

This employed Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, which is looking to organically grow their team. You will join a values driven firm that is passionate about doing what is right for the client and helping through their technical expertise.

In your role as a Chartered Financial Advisor, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. The firm does not pursue sales targets; the goal is to deliver quality, holistic financial planning with strong client relationships, knowing that success will follow from there.

You will receive full support from the team, including administration, paraplanning, T&C and compliance. The business prides itself on its culture and team camaraderie, and ensures that new joiners fit well within the team.

Our client has been established for over 30 years and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet increased demand.

• You must be a qualified and experienced Financial Advisor with strong technical expertise
• Ideally, you should be Chartered qualified or close to achieving this
• Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales

• Competitive salary to be discussed
• Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin
• No evenings or weekends work
• Loyal team who enjoy working together and being valued for their input

Maidstone

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