Senior Financial Planner Hybrid with SixFigure Potential

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

Benefits offered by this job

Hybrid working arrangement

Performance-related bonus

Comprehensive benefits package

Job summary

Financial Planning Firm in Arundel, West Sussex, is seeking a Financial Planner to take over a substantial client bank in a planned succession. The role offers £70,000 to £80,000 base salary with a bonus and six-figure earnings potential, alongside a hybrid working setup and a full handover of an established, recurring-income portfolio.

You will manage, retain, and develop clients across West Sussex, Hampshire, and Surrey borders, delivering modern cash-flow modelling and holistic lifestyle

Qualifications

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

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

Relationship-building

Education

Level 4 Diploma in Financial Planning

Tools

Cash-flow modelling software

Job description

Financial Planning Firm in Arundel, West Sussex, is seeking a Financial Planner to take over a substantial client bank in a planned succession. The role offers £70,000 to £80,000 base salary with a bonus and six-figure earnings potential, alongside a hybrid working setup and a full handover of an established, recurring-income portfolio.

You will manage, retain, and develop clients across West Sussex, Hampshire, and Surrey borders, delivering modern cash-flow modelling and holistic lifestyle