Financial Planner – Hampshire

Davies Group; Bristol; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading FCA-regulated firm in the UK is seeking a dedicated Financial Planner. In this role, you will manage existing clients and develop new relationships while creating personalized financial plans that comply with FCA regulations. The ideal candidate has over 2 years of experience, a Level 4 qualification, and is proactive in building their client portfolio. This position offers the opportunity to make a significant impact while working in a supportive environment.

Qualifications

• 2+ years’ experience building a client bank of £5m+.
• Proven ability to attract and develop clients.
• Clear communicator, able to simplify complex information.

Responsibilities

• Manage existing clients and develop new relationships.
• Create personalized financial plans ensuring FCA compliance.
• Deliver exceptional client service within deadlines.

Skills

Client relationship building

Proactive communication

Team collaboration

Time management

Education

Level 4 qualification (CII or CISI)

Working towards Level 6 qualification

Job description

Are you passionate about helping clients achieve their financial goals? An FCA‑regulated firm, is looking for a dedicated Financial Planner to join their Hampshire office. This is an excellent opportunity to deliver exceptional service, grow your professional portfolio, and make a real difference.

In this role, you’ll manage existing clients and develop new relationships, creating personalized financial plans that align with their aspirations—all while ensuring compliance with FCA regulations. If you’re proactive, client‑focused, and eager to advance your career, we want to hear from you.

Required Skills

• 2+ years’ experience building a client bank of £5m+
• Proven ability to attract and develop clients
• Level 4 qualification (CII or CISI), studying towards Level 6
• Current Statement of Professional Standing
• Clear communicator, able to simplify complex information
• Autonomous worker with strong teamwork skills
• Able to produce high‑quality work within deadlines

Nice to Have Skills

• Experience in FCA environments
• Knowledge of working with solicitors, accountants, or portfolio managers
• Familiarity with financial planning software

Preferred Education & Experience

• Relevant financial planning qualifications (Level 4+, working towards Level 6)
• Strong understanding of FCA regulations and client management

Other Requirements

• Occasional travel
• Commitment to FCA Conduct Rules and compliance standards

Ready to make your next career move? Apply now to become a key player in our Hampshire team and help clients achieve their financial dreams!