Financial Planner

Premier Jobs UK Limited; Greater London; Hybrid; GBP 70,000 - 80,000; Full time

Benefits offered by this job

Hybrid working arrangement

Comprehensive benefits package

Job summary

Premier Jobs UK Limited is recruiting for a Financial Planner in Arundel, West Sussex, to take over an established private client bank in a hybrid working setup. You will deliver lifestyle financial planning and cash-flow modelling to clients across pensions, investments and estate planning.

The role demands a proven client-facing track record, Level 4 Diploma in Financial Planning, and strong relationship-building skills to ensure a smooth succession handover and ongoing client trust.

Qualifications

• Proven track record as a client-facing Financial Planner.
• Level 4 Diploma in Financial Planning or equivalent.
• Experience using cash-flow modelling software for lifestyle planning.
• Strong relationship-building skills for succession handover.

Responsibilities

• Deliver comprehensive lifestyle financial planning and cash-flow modelling to an existing client bank.
• Conduct regular portfolio and suitability reviews across pensions, investments, and estate planning.
• Lead a seamless, structured client transition to maintain high retention and trust.
• Identify organic growth and referral opportunities within the portfolio and local territory.
• Maintain robust compliance standards and accurate advice records.

Skills

Client-facing

Cash-flow modelling

Relationship-building

Education

Level 4 Diploma in Financial Planning

Tools

Cash-flow modelling software

Job description

Taking over a substantial, active client bank with a complete handover makes this permanent Financial Planner role in Arundel, West Sussex a rare succession planning opportunity. Offering a basic salary of £70,000 to £80,000 plus bonus and six-figure earnings potential, you will step straight into an established, high-value client portfolio.

Where you fit in

This Financial Planner vacancy arises from a planned succession handover following an adviser's departure. Working in a hybrid setup, you will manage, retain, and develop an established private client base across West Sussex, Hampshire, and Surrey borders, providing modern cash-flow modelling and holistic lifestyle financial planning to help clients achieve their long-term wealth objectives.

What the job involves

• Deliver comprehensive lifestyle financial planning and cash-flow modelling to an existing client bank
• Conduct regular portfolio and suitability reviews across pensions, investments, and estate planning
• Lead a seamless, structured client transition to maintain high retention and trust
• Identify organic growth and referral opportunities within the portfolio and local territory
• Maintain robust compliance standards and accurate advice records

Financial Advisor Requirements

• Proven track record as a client-facing Financial Planner - essential
• Level 4 Diploma in Financial Planning or equivalent - essential
• Practical experience using cash-flow modelling software for lifestyle planning - essential
• Strong relationship-building skills to manage a smooth succession handover - essential

Behind the role

You will join a well-established wealth planning practice that values high advice standards, long-term client relationships, and a collaborative, supportive working environment.

What you get in return

• Basic salary of £70,000 to £80,000
• Performance-related bonus with realistic six-figure total earnings potential
• Full handover of an established, recurring-income private client bank
• Hybrid working arrangement
• Comprehensive company benefits package

Liability and disclaimer

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded. ?TPBN1_UKTJ