Financial Planner
5 days ago
Chichester
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, • 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., • Competitive salary (DOE), • Hybrid / agile working, • 25 days annual leave, • Company pension contribution, • Professional development support Hybrid working with office presence inGatwick / Crawley/London Job Types: Full-time, Permanent Benefits: • Company pension JBRP1_UKTJ