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. xbpsjku
• 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