Senior Financial Planner - Hybrid, Six-Figure Potential

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

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.