Financial Planner

Radium Search; Horsham; On-site; GBP 45,000 - 75,000; Full time

Job summary

Radium Search is representing a leading UK financial planning business seeking a Financial Planner to deliver holistic planning and wealth management advice for a client portfolio. You will cover pensions, investments, protection and estate planning, with fact-finding to tailor objectives and regular reviews to sustain relationships.

The role requires Level 4 DipPFS or equivalent, FCA permissions, and progress toward Chartered Financial Planner status, with strong technical investment and tax

Qualifications

• Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent with FCA permissions.
• Proven experience providing regulated financial advice and managing client relationships.
• Experience delivering holistic advice across pensions, investments, protection, tax and estate planning.
• Working towards or progressing towards Chartered Financial Planner status.
• Strong technical knowledge across investments, retirement planning, protection, and estate planning.
• Commercial, client-focused approach with drive to grow relationships.

Responsibilities

• Provide holistic financial planning across pensions, investments, protection, tax and estate planning.
• Conduct fact-finding meetings and understand each client's objectives and circumstances.
• Build and maintain long-term client relationships through regular reviews and ongoing servicing.
• Produce high-quality suitability reports and use cashflow modelling to support client decisions.
• Develop new business opportunities through existing relationships, referrals and professional introducers.
• Work closely with paraplanners and client support teams to deliver an outstanding client experience.

Skills

Holistic financial planning

Client relationship management

Cashflow modelling

Regulated financial advice

FCA permissions

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent

Job description

Our client is one of the UK's leading financial planning businesses, supporting over 1,000 financial planners across employed, self-employed and independent models. Backed by one of the world's largest listed asset managers, with over £750bn of assets under management, they combine the resources of a global services organisation with a genuinely focused, adviser-first business model.

They're growing fast — more than 50 acquisitions in recent years — and offer high-quality lead generation, paraplanning and client support, proprietary technology, and a genuinely collaborative environment built to help advisers build long, successful careers.

The Role

As a Financial Planner, you'll deliver holistic financial planning and wealth management advice to a portfolio of clients — helping them achieve their long-term financial objectives through personalised, outcome-focused advice.

• Provide holistic financial planning advice across pensions, investments, protection, tax and estate planning
• Conduct comprehensive fact-finding meetings and build a detailed understanding of each client's objectives and circumstances
• Build and maintain long-term client relationships through regular reviews and ongoing servicing
• Produce high-quality suitability reports and use cashflow modelling to support client decision-making
• Develop new business opportunities through existing relationships, referrals and professional introducers
• Work closely with paraplanners and client support teams to deliver an outstanding client experience

What You'll Bring

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), with appropriate FCA adviser permissions
• Proven experience providing regulated financial advice and managing ongoing client relationships within a financial planning, wealth management or advisory business
• Experience delivering holistic advice across multiple planning areas
• Working towards, or committed to progressing towards, Chartered Financial Planner status
• Strong technical knowledge across investments, retirement and pension planning, protection, and tax-efficient and estate planning
• A commercially minded, client-focused approach, with the drive to grow and develop client relationships

Compensation

Competitive base salary, with market leading commission.