Financial Planner

Job description

Financial Planner

Sussex/ hybrid

Salary - £70,000 - £100,000

Role Purpose

To provide sophisticated, holistic financial advice to high-net-worth individuals and families, ensuring tailored wealth management solutions that reflect their complex needs, long-term objectives, and intergenerational planning considerations.

Key Responsibilities

• Build and maintain strong relationships with clients, understanding their financial goals, current circumstances, and future aspirations.
• Conduct comprehensive financial reviews covering pensions, investments, protection, estate and tax planning.
• Develop, present, and implement holistic financial plans aligned with client objectives.
• Maintain ongoing client reviews and proactively manage client portfolios in response to market movements, tax changes, and life events.
• Provide guidance on sophisticated investment structures (e.g. Trusts, IHT mitigation strategies, family investment companies, offshore structures where appropriate).
• Remain fully compliant with FCA (or applicable regulatory body) regulations and uphold internal governance and ethical standards.
• Maintain up-to-date knowledge of financial products, tax legislation, and market trends.
• Work closely with paraplanners and administrators to ensure timely and accurate service delivery.
• Monitor client portfolios and conduct regular reviews, making adjustments as necessary.
• Identify and pursue opportunities to grow client assets under management and develop new business.
• Keep detailed, compliant, and secure client records using appropriate CRM and wealth management systems.

Key Competencies

• Excellent interpersonal and communication skills – able to build trust and rapport.
• High level of technical knowledge across pensions, investments, estate planning, and taxation.
• Discreet, professional, and used to working with sensitive and confidential matters.
• Strong analytical and problem-solving abilities.
• Detail-oriented with a high level of accuracy and integrity.
• Commercially astute, with the ability to identify new opportunities.
• Organised and self-motivated, capable of working independently and as part of a team.
• IT literate – comfortable using financial planning tools, CRM systems, and Microsoft Office.

Knowledge & Experience

• Experience in a client-facing financial advisory role conducting one-to-one meetings helping to build client relationships.
• Proven track record of delivering holistic financial advice and managing a portfolio of clients.
• Demonstrated ability to deliver complex financial planning advice and manage significant client assets.
• Experience with cashflow modelling software and investment platforms.

Qualifications

• Diploma in Regulated Financial Planning (DipPFS or equivalent) – Essential
• Chartered Financial Planner status or working towards – Desirable
• Relevant qualifications in tax, trusts, or estate planning – Desirable
• Current Statement of Professional Standing (SPS) – Essential
• Full Driving license with no convictions

Additional Information

This role will require travel for client meetings and/or industry events.

Ongoing professional development and structured support will be provided.

A strong internal paraplanning and administrative team will support the advisory process.

Extra information

Status

Open

Education Level

Secondary School

Location

West Sussex

Type of Contract

Full-time jobs

Published at

06-03-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English