Financial Planner

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Job Description

An established and growing wealth management practice is seeking an experiencedFinancial Plannerto join its advisory team based in theLondon / Gatwick / Crawley area.

This is an excellent opportunity for a qualified adviser who is passionate about deliveringhigh-quality independent financial adviceand building long-term relationships with clients. The role offers a mix ofexisting client servicing and new business development, supported by a collaborative internal team including paraplanners and administrators.

You will advise clients across a range of areas includingpensions, investments, protection and estate planning, delivering tailored financial strategies aligned with their personal goals.

Key Responsibilities

  • Provide high-quality, independent financial advice across pensions, investments, protection, and estate planning
  • Build and maintain strong client relationships, delivering tailored financial plans and regular reviews
  • Clearly explain complex financial concepts and present compelling Financial Plans and client propositions
  • Achieve agreed new business and income targets, identifying opportunities within new and existing clients
  • Support business development initiatives and collaborate with colleagues
  • Ensure full compliance with FCA regulations, internal policies, and CPD requirements
  • Maintain accurate client records and high professional standards
  • Work closely with paraplanners, administrators, and internal teams to deliver exceptional client service

The ideal candidate will demonstrate:

  • Proven experience in financial planning or wealth management within an IFA or advisory environment.
  • Strong analytical skills and the ability to interpret and explain complex financial information.
  • Excellent communication skills, both written and verbal.
  • Strong organisational and record-keeping abilities.
  • Ability to build strong and trusted relationships with clients and colleagues at all levels.
  • A professional, confidential, and client-centric approach.
  • Ability to work independently as well as collaboratively within a team.
  • Good IT proficiency, particularly with Microsoft Word and Excel.
  • Fluent written and spoken English.
  • Minimum- Diploma in regulated Financial Planning or equivalent, desirable Advanced Diploma or working towards it.

Benefits

  • Competitive salary (DOE)
  • Hybrid / agile working
  • 25 days annual leave
  • Company pension contribution
  • Professional development support
  • Collaborative and supportive working environment

Location

Hybrid working with office presence inGatwick / Crawley/London

Job Types: Full-time, Permanent

Benefits:

  • Company pension

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Location:
Crawley
Job Type:
FullTime
Category:
Finance And Insurance

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