Strategic Financial Planner - Remote/Hybrid

Atomos; Fareham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Fareham is seeking a Financial Planner with over 3 years of client-facing experience. The successful candidate will deliver personalized financial strategies while managing client relationships. Ideal candidates hold a Level 4 Diploma in Financial Planning and are comfortable using CRM tools. This role includes a competitive salary, 26 days of holiday, and a work-from-anywhere policy.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• Minimum 3 years' experience in a client-facing Financial Planning role.
• A current Statement of Professional Standing.
• Experience in an advisory role within an advisory firm.

Responsibilities

• Deliver personal financial planning that feels unique to clients.
• Transform numeric data into actionable financial strategies.
• Connect with clients to make complex advice clear.

Skills

Level 4 Diploma in Financial Planning

Client-facing experience

CRM and cashflow modeling tools

Intermediate Excel - v:lookups and pivot tables

Good energy in client conversations

Desire to help clients with financial ambitions

Education

Level 4 Diploma in Financial Planning

Job description

A financial advisory firm in Fareham is seeking a Financial Planner with over 3 years of client-facing experience. The successful candidate will deliver personalized financial strategies while managing client relationships. Ideal candidates hold a Level 4 Diploma in Financial Planning and are comfortable using CRM tools. This role includes a competitive salary, 26 days of holiday, and a work-from-anywhere policy.