Senior Financial Planner

About the role

We are seeking a Senior Financial Planner to join a medium‑sized independent wealth planning firm in Maidstone. The role offers a salary of £80k‑£120k plus bonuses, 25 days annual leave and bank holidays.

Key responsibilities

• Manage existing client relationships and handle all new enquiries.
• Provide advice on pensions, investments, tax planning, cash‑flow modelling, retirement planning, protections and specialist schemes such as VCT & EIS.
• Take over client portfolios from advisers who are approaching retirement.
• Develop and maintain relationships with businesses and stakeholders across Kent.
• Uphold high levels of client satisfaction and long‑term retention.

Required profile

• Experience working in an independent wealth planning firm.
• Chartered status preferred or ambition to achieve chartered qualification.
• Proven ability to manage high‑net‑worth client portfolios.
• Commitment to delivering the best service rather than focusing on AUM growth.

What we offer

• Competitive salary £80k‑£120k plus performance bonuses.
• 25 days annual leave plus bank holidays.
• Dedicated administrative and paraplanning support.
• Opportunity to expand business reach across Kent and the wider region.
• Engagement in community events and charitable initiatives.