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Permanent

Senior Financial Planner - Kent - £70,000 - £120,000 (negotiable) + bonus

Financial Divisions
Kent
money-bag £70000 Annual
Posted: 24 July 2026 (Today)
Closing date: 23 August 2026
Ref: 3143426159

Benefits: 25 days'' annual leave plus bank holidays, dedicated admin and paraplanning support My client is a Chartered, independent wealth planning firm with offices across Kent. They provide whole-of-market financial advice to high-net-worth retirees, wealth accumulators, local families and SME owners across Kent, Sussex and London. The firm currently looks after around 2,000 clients with over £650m in assets under management, with individual client portfolios ranging from £150k to £20m. Advice spans pensions, investments, tax planning, cashflow modelling, retirement planning and protection, alongside more specialist areas such as VCT and EIS schemes. Crucially, advisers here are not targeted. The firm''s philosophy is built on delivering the best possible client outcomes rather than accumulating AUM - an approach underpinned by longstanding referral relationships with local accountancy and solicitor practices. This is a multi-award-winning business that is genuinely embedded in its local community, actively supporting events and championing charitable causes. Exceptional client care sits at the heart of everything they do, reflected in outstanding retention rates - some client relationships stretch back more than 20 years. Advisers are supported by an experienced, pooled team of Administrators and Paraplanners across two offices, all of whom are encouraged to develop professionally and personally through ongoing CPD and industry exams. The Managing Director is creating a ..... full job details .....

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