Brighton-based Senior Financial Planner — Holistic Wealth Strategy

Radium Search; Brighton; On-site; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Competitive bonus

Non-contributory pension

Modern office facilities

Job summary

Radium Search in Brighton is seeking a Senior Financial Planner to deliver tailored lifetime financial strategies for a diverse client base, with a focus on pensions, investments and retirement planning.

You will work with paraplanners and admins, conduct regular reviews, and maintain high standards of compliance. The role is supported by market-leading technology and a non-contributory pension, with a competitive bonus.

Qualifications

• Minimum three years' experience as a Financial Planner in an independent or restricted advice business.
• Strong experience delivering holistic financial planning advice to clients.
• Excellent technical knowledge across pensions, retirement planning, investments, protection and estate planning.

Responsibilities

• Build and maintain trusted relationships with clients and introducers.
• Deliver holistic financial planning advice tailored to clients' objectives.
• Conduct annual and ongoing financial reviews, both virtually and face-to-face.
• Create and implement lifetime financial planning strategies.
• Identify opportunities to deepen client relationships and broaden planning discussions.
• Collaborate with paraplanners, administrators, compliance specialists and investment professionals.
• Contribute to client proposition and advice offering and ensure regulatory compliance.

Skills

Holistic financial planning

Client relationship management

Pensions & retirement planning

Investments

Estate planning

Regulatory compliance

CRM experience

Microsoft 365

Financial planning software

Chartered Financial Planner status

Education

Level 4 Diploma in Regulated Financial Planning

Chartered Financial Planner status

Professional memberships (STEP/SOLLA/Resolution)

Tools

CRM systems

Financial planning software

Microsoft 365

Job description

Radium Search in Brighton is seeking a Senior Financial Planner to deliver tailored lifetime financial strategies for a diverse client base, with a focus on pensions, investments and retirement planning.

You will work with paraplanners and admins, conduct regular reviews, and maintain high standards of compliance. The role is supported by market-leading technology and a non-contributory pension, with a competitive bonus.