Financial Planner
2 days ago
Horsham
Financial Planner – Digitally Led Wealth Service Location: Horsham Salary: Junior Position - Dependent on Experience We’re representing a highly respected, forward-thinking financial planning firm that is seeking an ambitious Financial Planner to join its digitally led Essentials Service. This is an exciting opportunity for an adviser who enjoys delivering high-quality financial planning in a modern, tech-enabled environment. The successful candidate will have at least 12 months of advisory experience, hold a Level 4 Diploma (or be close to completion), and be committed to progressing toward Chartered status. You’ll join a collaborative, client-focused team with clear progression opportunities and full professional development support. Key Responsibilities • Deliver holistic financial planning and wealth management advice in line with FCA standards., • Conduct detailed fact finds and assess clients’ current and future financial goals., • Develop tailored recommendations across investments, pensions, protection, and tax planning., • Prepare and present comprehensive financial plans and suitability reports., • Build and maintain long-term client relationships, providing exceptional ongoing service., • Proactively manage a client portfolio and identify new business opportunities., • Collaborate with paraplanners and client support teams to ensure accuracy and timeliness., • Commit to personal development and progression toward Chartered status, fully supported by the firm. Experience & Qualifications • Level 4 Diploma in Regulated Financial Planning (or equivalent)., • Minimum 12 months of client advisory experience, with CAS status held for at least 12 months., • Strong understanding of pensions, investments, tax-efficient strategies, and protection planning., • Confident conducting client meetings both in-person and digitally., • Working knowledge of Microsoft Teams, Microsoft 365, and CRM systems. The Ideal Candidate • Ambitious, proactive, and eager to advance toward Chartered status., • Commercially astute with a passion for holistic, client-centred advice., • Strong communicator with excellent written and verbal presentation skills., • Analytical, detail-oriented, and comfortable with digital client engagement., • Team player who values collaboration and continuous professional growth. This role is ideal for a Financial Planner looking to join a modern, supportive business where technology, client experience, and professional development go hand in hand.