Senior Financial Planner: Private Client Succession(Hybrid)

Energy Jobline ZR; Arundel; Hybrid; GBP 70,000 - 80,000; Full time

Benefits offered by this job

Hybrid working arrangement

Bonus potential

Comprehensive benefits package

Job summary

Energy Jobline ZR in Arundel, West Sussex, seeks a seasoned Financial Planner to take over a substantial client bank on a permanent basis. The role offers a basic salary of £70,000 to £80,000 plus bonus, with six-figure earnings potential and a hybrid working setup.

You will manage and develop an established private client base across the West Sussex/Hampshire/Surrey borders, delivering modern cash-flow modelling and holistic financial planning to help clients meet long-term wealth goals.

Qualifications

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

Responsibilities

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

Skills

Client-facing

Relationship-building

Cash-flow modelling

Education

Level 4 Diploma in Financial Planning

Tools

Cash-flow modelling software

Job description

Energy Jobline ZR in Arundel, West Sussex, seeks a seasoned Financial Planner to take over a substantial client bank on a permanent basis. The role offers a basic salary of £70,000 to £80,000 plus bonus, with six-figure earnings potential and a hybrid working setup.

You will manage and develop an established private client base across the West Sussex/Hampshire/Surrey borders, delivering modern cash-flow modelling and holistic financial planning to help clients meet long-term wealth goals.