Senior Financial Planner – Kent – £70k‑£120k + Bonus

About the role

We are creating a brand‑new Senior Financial Planner position within a chartered, independent wealth planning firm serving high‑net‑worth retirees, wealth accumulators, families and SME owners across Kent, Sussex and London. You will inherit an established client bank and receive dedicated administration and paraplanning support from day one.

Key responsibilities

• Provide comprehensive, whole‑of‑market financial advice covering pensions, investments, tax planning, cash‑flow modelling, retirement planning, protection, VCT and EIS schemes.
• Service existing high‑net‑worth clients, maintaining long‑term relationships and high retention rates.
• Develop new business relationships with local businesses, accountancy and solicitor practices to broaden the firm’s reach.
• Collaborate with a pooled team of administrators and paraplanners to deliver client‑first outcomes.

Required profile

• Experience working within an independent wealth‑planning firm.
• Chartered status, or a clear ambition to achieve it.
• Strong commitment to client‑first financial planning.
• Proactive appetite for building new relationships and growing the business.

Required skills

What we offer

• Salary range £70,000 – £120,000 (negotiable) plus bonus.
• 25 days annual leave plus bank holidays.
• Dedicated admin and paraplanning support.
• Ongoing CPD and support for professional exams.
• Opportunity to work with a multi‑award‑winning firm embedded in the local community.