Manage an established HNW client portfolio
A well-regarded Chartered independent wealth planning firm with offices across Kent is looking to appoint a Chartered Financial Planner to take over an existing portfolio of high-net-worth clients from a retiring adviser.
This is a servicing role, not a cold-start position.
The firm provides whole-of-market advice to HNW retirees, accumulators, families and SME owners across Kent, Sussex and London. The client bank consists of around 1,000 relationships, with assets typically ranging between £200k and £5m. Advice areas include pensions, investments, tax planning, retirement strategies, cashflow modelling, protection and occasional VCT/EIS work.
The business has built an excellent reputation locally, winning industry awards and maintaining strong links within the community and charitable sector. Client retention is exceptionally high, with many relationships spanning more than two decades. Advisers are supported by a pooled team of experienced Administrators and Paraplanners across two offices, alongside a dedicated Compliance Manager — allowing you to focus on delivering quality advice.
The role will suit a Chartered Financial Planner (or someone close to achieving Chartered status) with experience handling complex cases within an independent wealth planning environment. You will inherit a well-maintained book of clients and be responsible for ongoing advice and relationship management.
This is an opportunity to join a stable, client-focused firm where the emphasis is on long-term relationships and high standards of advice — not aggressive sales targets.
For a confidential discussion, please contact Jo at Financial Divisions.