Financial Planner - Hove

Blakemore Recruitment; Hove; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A reputable financial planning firm in Hove is seeking an experienced Financial Adviser to take over a fully serviced client bank from a retiring IFA. This rare role offers a competitive salary with bonus potential and a hybrid working model. Ideal candidates possess a Level 4 Diploma and have a strong client-service mindset, with a focus on building long-term client relationships without the pressure of generating new business.

Benefits

Warm inherited client bank

Paraplanning and admin support

Competitive basic salary + bonus

Supportive business environment

Qualifications

• Minimum Level 4 Diploma qualified.
• Proven experience as an IFA or Financial Adviser.
• Strong client-service mindset with excellent communication skills.

Responsibilities

• Service and develop an existing book of clients.
• Deliver advice across pensions, investments, and retirement planning.
• Conduct regular reviews and ensure ongoing suitability.

Skills

Client-service mindset

Excellent communication skills

Relationship management

Education

Level 4 Diploma

Job description

Financial Adviser – Inherited Client Bank (Servicing Role)

Location: Hove

Salary: Competitive Basic + Bonus + Full Support

Job Type: Full-Time, Permanent

The Role

Our client, a well-established independent financial planning firm based in Hove, is looking for an experienced Financial Adviser to take over a fully serviced client bank from a retiring IFA. This is a rare opportunity to inherit loyal portfolio with strong ongoing fee income and no cold prospecting or self‑generation expected.

This position is ideal for an Adviser who thrives on client relationships, ongoing servicing and delivering holistic financial planning without the pressure of chasing new business.

Key Responsibilities

• Service and develop an existing book of clients
• Deliver advice across pensions, investments, protection and retirement planning
• Conduct regular reviews and ensure ongoing suitability
• Build long‑term relationships based on trust and professionalism
• Work closely with the internal para‑planning and admin teams for smooth delivery

Candidate Requirements

• Level 4 Diploma qualified (minimum)
• Proven experience as an IFA / Financial Adviser
• Strong client‑service mindset with excellent communication skills
• Ethical, professional and relationship‑focused

What’s On Offer

• Warm inherited client bank from day one
• Paraplanning and admin support included
• Competitive basic salary + bonus
• Hybrid working (Hove base)
• Supportive, settled business with an excellent reputation