Financial Planner

New Yesterday

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

TPBN1_UKTJ
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Location:
Worth
Salary:
not provided
Job Type:
FullTime
Category:
Consulting;Banking

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