Independent Financial Adviser

• Junior Financial Planner + equity stake
• 1 year of advising experience needed
• Up to £45,000 basic salary plus bonuses
• Sevenoaks/Westerham offices

My client are an independent wealth planning firm based in Westerham/Sevenoaks who I have met and placed several staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of clients assets ranging from £150k - £5m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with a solicitor practice who refer business to them.

The Managing Director is creating a brand-new role for a Junior Financial Planner who is entrepreneurial, hardworking, and driven to generate new business and earn well from it. You will be keen to build relations with businesses and stakeholders across Surrey, Kent and surrounding areas and have a desire to broaden the reach and scope of the business further.

This role will suit a candidate with a background in an independent wealth planning firm who has 1 year of advising experience (perhaps has done the traditional route of administration and paraplanning and is now advising. If you are working towards your Chartered status, then my client will support you with your studies. You will have dedicated admin and paraplanning support. You will earn a basic salary up to £45,000 plus bonuses for business you have written and you will have an equity stake in the business too.

If this role sounds of interest or any other roles I am working on please get in touch.