Job Title: Chartered Financial Planner
Location: Tunbridge Wells / Hybrid
Salary: £70,000–£80,000 (negotiable based on client bank and benefit options)
Benefits: Hybrid working, profit share (up to 20%), pension (up to 10%), PMI, death in service, 25 days’ holiday + bank hols, company events, parking, office refreshments

REQUIREMENTS:

• Chartered Financial Planner status (via CII or equivalent)
• Proven ability to service and grow a HNW client portfolio
• Willing and able to bring an existing client bank (subject to due diligence)
• Confident working in a hybrid model with a high-trust environment
• Strong knowledge across pensions, investments, IHT and later life planning
  Job Type: Full-time
  Pay: £70,000.00-£80,000.00 per year

Additional pay:

• Bonus scheme
• Performance bonus
• Yearly bonus

Benefits:

• Additional leave
• Company events
• Company pension
• Life insurance
• Private medical insurance
• Work from home

Schedule:

• Monday to Friday

Work Location: In person
Reference ID: INDJBWE

ROLE SUMMARY:

This is a key role for an experienced Chartered Financial Planner with an existing client bank. You’ll manage and expand a portfolio of affluent and high-net-worth individuals, working alongside specialists across mortgages, tax, and legal to deliver joined-up advice. The firm will complete due diligence on your client bank as part of the process. A full support structure is in place, including paraplanning and admin resources.

KEY RESPONSIBILITIES:

• Lead annual reviews for HNW clients: ensuring suitability and fair value
• Proactively follow up warm leads and deliver engaging first meetings
• Onboard new clients in line with growth targets and service standards
• Nurture introducer relationships to generate quality referrals
• Collaborate with Paraplanners to deliver precise and compliant advice
• Ensure exceptional client outcomes in all advice delivered
• Support wider team culture of openness, professionalism, and collaboration
• Maintain CPD, follow AML/financial crime regulations, and uphold ethical practice