Financial Planner

Accountancy Divisions Limited
Maidstone, Kent
13 Jul 2017
12 Aug 2017
Contract Type
Full Time

Financial Planner - Clients & leads provided - Maidstone

£45,000 - £55,000 plus bonus OTE £80,000


Are you an excellent technical Financial Planner with strong networking skills? Do you have a track record of converting leads and making the most from an existing client bank?

Financial Divisions are currently working with a leading Financial Planning firm in Maidstone with a strong history and presence in the area offering first class services to High Net Worth individuals and families across Kent. The firm seek a Financial Planner to join the business in a role where they can provide leads and potential clients to a Financial Planner. The Financial Planner would need to network, close and generate fees from these leads and gain access to further clients by developing relationships with firm’s links to professional services firms.

As Financial Planner you will provide holistic advice to HNW individuals, families and entrepreneurs across the Kent area with some clients also in Sussex. Your focus will be on pensions and investment products with further exposure to IHT & trust work. As Financial Planner you will be a minimum of diploma level 4 qualified although having achieved your chartered level 6 qualification will be a bonus. Most importantly you have the ability to demonstrate a track record of strong client service with the ability to secure business through converting leads & making the most of clients and professional introducers the firm has.

Please forward your CV to Mark Flannery at Financial Divisions