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Financial Planner
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Financial Planner Horsham, West Sussex
The Opportunity
Our client is one of the UK's leading financial planning businesses, supporting over 1,000 financial planners across employed, self-employed and independent models. Backed by one of the world's largest listed asset managers, with over £750bn of assets under management, they combine the resources of a global services organisation with a genuinely focused, adviser-first business model.
They're growing fast — more than 50 acquisitions in recent years — and offer high-quality lead generation, paraplanning and client support, proprietary technology, and a genuinely collaborative environment built to help advisers build long, successful careers.
The Role As a Financial Planner, you'll deliver holistic financial planning and wealth management advice to a portfolio of clients — helping them achieve their long-term financial objectives through personalised, outcome-focused advice.
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- Provide holistic financial planning advice across pensions, investments, protection, tax and estate planning
- Conduct comprehensive fact-finding meetings and build a detailed understanding of each client's objectives and circumstances
- Build and maintain long-term client relationships through regular reviews and ongoing servicing
- Produce high-quality suitability reports and use cashflow modelling to support client decision-making
- Develop new business opportunities through existing relationships, referrals and professional introducers
- Work closely with paraplanners and client support teams to deliver an outstanding client experience
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What You'll Bring
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), with appropriate FCA adviser permissions
- Proven experience providing regulated financial advice and managing ongoing client relationships within a financial planning, wealth management or advisory business
- Experience delivering holistic advice across multiple planning areas
- Working towards, or committed to progressing towards, Chartered Financial Planner status
- Strong technical knowledge across investments, retirement and pension planning, protection, and tax-efficient and estate planning
- A commercially minded, client-focused approach, with the drive to grow and develop client relationships
Compensation
- Competitive base salary, with market leading commission.
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