Job Description
Taking over a substantial, active client bank with a complete handover makes this permanent Financial Planner role in Arundel, West Sussex a rare succession planning opportunity. Offering a basic salary of £70,000 to £80,000 plus bonus and six-figure earnings potential, you will step straight into an established, high-value client portfolio.
Where you fit in
This Financial Planner vacancy arises from a planned succession handover following an adviser's departure. Working in a hybrid setup, you will manage, retain, and develop an established private client base across West Sussex, Hampshire, and Surrey borders, providing modern cash-flow modelling and holistic lifestyle financial planning to help clients achieve their long-term wealth objectives.
What the job involves
- - 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
Financial Advisor Requirements
- - 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 Statement of Professional Standing (SPS) - essential
Behind the role
You will join a well-established wealth planning practice that values high advice standards, long-term client relationships, and a collaborative, supportive working environment.
What you get in return
- - Basic salary of £70,000 to £80,000
- - Performance-related bonus with realistic six-figure total earnings potential
- - Full handover of an established, recurring-income private client bank
- - Hybrid working arrangement
- - Comprehensive company benefits package
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Financial Planner employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.
