Hybrid Financial Planner - Established Private Client Bank

Premier Jobs UK Ltd; Arundel; Hybrid; GBP 70,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Benefits package

Job summary

Premier Jobs UK Ltd. is seeking a proficient Financial Planner in Arundel, West Sussex, to take over an established client bank. You will deliver lifestyle financial planning, perform cash-flow modelling, and provide holistic advice across pensions, investments, and estate planning.

A hybrid working setup offers flexibility while you manage a private client base across the region. The role requires a Level 4 Diploma in Financial Planning, a strong client-facing track record, and experience with

Qualifications

• Proven track record as a client-facing Financial Planner.
• Level 4 Diploma in Financial Planning (or equivalent) essential.
• Experience using cash-flow modelling software for lifestyle planning.
• Strong relationship-building skills to manage a smooth succession handover.
• Valid SPS (Statement of Professional Standing) essential.

Responsibilities

• Deliver lifestyle financial planning and cash-flow modelling for an existing client bank.
• Conduct reviews across pensions, investments, and estate planning.
• Lead client transition to maintain retention and trust.
• Identify growth and referrals within portfolio and local territory.
• Maintain compliance and accurate advice records.

Skills

Client-facing

Financial planning

Relationship-building

Regulatory compliance

Education

Level 4 Diploma in Financial Planning

Tools

Cash-flow modelling software

Job description

Premier Jobs UK Ltd. is seeking a proficient Financial Planner in Arundel, West Sussex, to take over an established client bank. You will deliver lifestyle financial planning, perform cash-flow modelling, and provide holistic advice across pensions, investments, and estate planning.

A hybrid working setup offers flexibility while you manage a private client base across the region. The role requires a Level 4 Diploma in Financial Planning, a strong client-facing track record, and experience with