Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients with their financial needs and create tailored plans.
- Company: Join a leading national Financial Advisory firm with a strong reputation.
- Benefits: Enjoy hybrid working, a great salary, car allowance, and excellent bonuses.
- Why this job: Be part of a growing team with opportunities for professional development and client relationship building.
- Qualifications: Must have a Diploma in Regulated Financial Planning and FCA regulation.
- Other info: Full support for training and administrative tasks to help you succeed.
The predicted salary is between 48000 - 64000 £ per year.
Financial Advisor in East Sussex - hybrid/remote
Salary: £60,000 - £80,000 plus car allowance, benefits and excellent bonus structure
Established Client book to inherit
Overview:
IDEX Consulting is partnering with a leading national Financial Advisory firm seeking an experienced Financial Advisor to join their growing team. Due to ongoing acquisitions in 2025, the firm is looking for a skilled advice professional to inherit a portfolio of clients based in East Sussex.
Key Responsibilities:
- Review and respond to clients’ evolving financial needs and circumstances.
- Keep both clients and introducers informed about new financial products, legislative changes, and potential impacts on pensions, savings, investments, and overall financial plans.
- Acquire and develop new business from both new and existing clients, as well as from professional introducers.
- Cultivate and maintain strong client and introducer relationships through regular meetings, seminars, and continuous feedback to the wider team.
- Conduct comprehensive reviews of clients’ financial situations, current provisions, and future goals.
- Analyse information, conduct research, and prepare tailored financial planning reports that address clients' specific needs across all areas of financial advice.
Qualifications and Skills:
- The successful candidate must hold the Diploma in Regulated Financial Planning and be regulated via the FCA and ideally making progress towards chartered status.
- A natural ability to build and maintain long-standing relationships with clients, coupled with an empathetic approach.
Benefits:
- Impressive company benefits package
- Full paraplanning and administrative support.
- A comprehensive training and development program to ensure a smooth transition into the role.
- Opportunities for continued professional growth within the firm.
- Hybrid/flexible working
Financial Planner (East Sussex) employer: Placed
Contact Detail:
Placed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (East Sussex)
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those already working in East Sussex. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the latest financial products and legislative changes that could impact your future clients. Being well-informed will not only boost your confidence but also demonstrate your commitment to providing top-notch advice.
✨Tip Number 3
Consider reaching out to current employees of the firm to gain insights into their culture and expectations. This can help you tailor your approach during interviews and show that you’re genuinely interested in becoming part of their team.
✨Tip Number 4
Prepare to discuss your experience in building and maintaining client relationships. Have specific examples ready that showcase your empathetic approach and how you've successfully navigated complex financial situations for clients.
We think you need these skills to ace Financial Planner (East Sussex)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and client relationship management. Emphasise any qualifications, such as the Diploma in Regulated Financial Planning, and mention your progress towards chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Discuss how your skills align with the responsibilities listed, particularly in client acquisition and maintaining relationships.
Highlight Relevant Experience: In your application, provide specific examples of how you've successfully managed client portfolios or adapted to changes in financial regulations. This will demonstrate your capability to handle the evolving needs of clients.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Placed
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and services. Be prepared to discuss how these can meet clients' needs, especially in relation to pensions, savings, and investments.
✨Demonstrate Relationship-Building Skills
Since the role involves cultivating strong client relationships, think of examples from your past experiences where you've successfully built rapport with clients or introducers. Highlight your empathetic approach and communication skills.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Prepare to discuss how you would handle specific client situations or changes in financial legislation, showcasing your analytical skills and adaptability.
✨Show Enthusiasm for Continuous Learning
The firm values professional growth, so express your commitment to ongoing education and development. Mention any steps you are taking towards chartered status or other relevant qualifications.
