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Financial Planner – Advisory Role in Maidstone

Recruit Wealth · Maidstone

60,000 - 100,000 GBP/year 🇬🇧 English

Job description

About the role

Recruit Wealth is seeking an experienced Financial Planner to join its regional office in Maidstone. The role offers an established client portfolio through succession planning, strong internal referral streams and the chance to develop new relationships within a market‑leading independent advice framework.

Key responsibilities

  • Provide holistic financial planning advice covering pensions and retirement, investments and wealth management, and protection and financial security.
  • Manage and grow an inherited client base while delivering ongoing advice and service.
  • Collaborate with a dedicated office team, paraplanners and regional support to ensure high‑quality client outcomes.
  • Utilise the firm’s whole‑of‑market platform to recommend suitable products and strategies.

Required profile

  • Proven experience as a financial adviser or planner with a strong reputation.
  • Track record of managing client relationships and delivering comprehensive advice.
  • Ability to work independently within a collaborative, national network.

Required skills

  • None explicitly listed.

What we offer

  • Full paraplanning and administrative support.
  • Established regional and national support teams.
  • Strong internal referral channels and a collaborative culture.
  • Competitive salary range £60,000‑£100,000 per year.

Questions fréquentes

Le salaire proposé pour ce poste est de 60-100k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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Recruit Wealth

Maidstone