Our client, a Chartered independent wealth planning firm with offices throughout Kent, is seeking a Chartered Financial Planner to manage a portfolio of high-net-worth clients from a retiring adviser.
This firm, known for its whole-of-market financial advice, caters to HNW retirees, accumulators, local families, and SME owners in Sussex, Kent, and London.
Their client base consists of 1,000 clients with assets ranging from £200k to £5m.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.