At a Glance
- Tasks: Manage and grow a portfolio of high-net-worth clients with personalised financial advice.
- Company: Join a values-led wealth management firm redefining the UK advice space.
- Benefits: Earn up to £75,000 base plus uncapped bonuses and enjoy hybrid working.
- Other info: Enjoy professional development support towards Chartered status and a flexible work environment.
- Why this job: Make a real impact while being supported by a dedicated team and quality leads.
- Qualifications: Level 4 Diploma in Financial Planning and experience with affluent clients.
The predicted salary is between 75000 - 75000 £ per year.
- Financial Planner – Step Into a Thriving HNW Client Bank with Premium Lead Flow
- Established HNW Clients | Quality Leads | Hybrid Flexibility | Values-Led Advice
Ready to elevate your financial planning career with an opportunity that offers not only high earnings but also meaningful, values-based work?
Join a firm that champions a "client-first, adviser-always" philosophy, and step into an existing portfolio of high-net-worth clients backed by a powerful, tech-enabled support system and consistent high-quality lead flow.
This is more than just a job—it's a chance to align with a national wealth management group redefining the UK advice space through innovation, integration, and a relentless focus on doing what's right.
Salary: Up to £75,000 base + Uncapped Bonus (OTE £100,000+) Location: Chichester, Flexible hybrid model with office and home-based options
Why This Opportunity Stands Out
Inherited HNW Client Bank Take over a warm portfolio of high-net-worth individuals from retiring advisers—offering immediate income and relationship-building potential.
Ongoing High-Quality Leads Benefit from a consistent flow of pre-qualified leads through a multi-channel strategy including digital marketing, professional partnerships, and client referrals—average investable assets per lead exceed £500k.
Performance-Based Rewards Uncapped bonus structure rewarding both retention and new business generation, offering genuine six-figure earning potential.
Adviser-First Support Model Enjoy the backing of a full-service team including paraplanners, compliance, and client relationship support—letting you focus on delivering outstanding advice, not admin.
Modern, Hybrid Working Work where you thrive—whether that's home, office, or in the field. Embrace a flexible approach built around your lifestyle and productivity.
Values-Led Culture Join a firm committed to long-term relationships—not quick wins.
You'll be part of a purpose-led team where integrity, transparency, and genuine client care are at the core.
Professional Development Pathway Full funding and support toward Chartered status, alongside tailored progression pathways to help you grow your career on your terms.
What You'll Do
- Manage and grow an inherited book of high-net-worth clients, delivering personalised financial advice across investments, retirement, tax, and estate planning.
- Convert high-value, warm leads into long-term client relationships.
- Work closely with your dedicated paraplanner and compliance partners to deliver seamless, compliant client journeys.
- Champion ethical financial planning while contributing to the firm's growth and positive reputation.
- What You'll Bring
- Level 4 Diploma in Financial Planning (CII/Chartered/Certified); Chartered status welcomed but not essential.
- Track record of working with affluent or HNW clients as a Financial Planner, IFA, or Wealth Manager.
- Strong interpersonal and consultative skills with the ability to build deep client trust and rapport.
- Entrepreneurial mindset with the drive to grow a thriving client book.
If you're seeking a career where you can make a real impact—financially and personally—while being empowered by a firm that places advisers at the heart of everything, we'd love to hear from you.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Adviser in Chichester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Grabjobs. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Remote Financial Adviser in Chichester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Grabjobs.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Grabjobs's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Grabjobs
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Grabjobs.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Grabjobs will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Grabjobs employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
