At a Glance
- Tasks: Deliver personalised financial planning and wealth management advice to clients.
- Company: Leading UK financial planning business with a collaborative culture.
- Benefits: Competitive salary, market-leading commission, and professional development opportunities.
- Other info: Join a fast-growing company with excellent support and resources for your success.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in client relationship management.
The predicted salary is between 49500 - 60500 £ per year.
Our client is one of the UK's leading financial planning businesses, supporting over 1,000 financial planners across employed, self-employed and independent models. Backed by one of the world's largest listed asset managers, with over £750bn of assets under management, they combine the resources of a global services organisation with a genuinely focused, adviser-first business model. They're growing fast — more than 50 acquisitions in recent years — and offer high-quality lead generation, paraplanning and client support, proprietary technology, and a genuinely collaborative environment built to help advisers build long, successful careers.
The Role
- As a Financial Planner, you'll deliver holistic financial planning and wealth management advice to a portfolio of clients — helping them achieve their long-term financial objectives through personalised, outcome-focused advice.
- Provide holistic financial planning advice across pensions, investments, protection, tax and estate planning.
- Conduct comprehensive fact-finding meetings and build a detailed understanding of each client's objectives and circumstances.
- Build and maintain long-term client relationships through regular reviews and ongoing servicing.
- Produce high-quality suitability reports and use cashflow modelling to support client decision-making.
- Develop new business opportunities through existing relationships, referrals and professional introducers.
- Work closely with paraplanners and client support teams to deliver an outstanding client experience.
What You'll Bring
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), with appropriate FCA adviser permissions.
- Proven experience providing regulated financial advice and managing ongoing client relationships within a financial planning, wealth management or advisory business.
- Experience delivering holistic advice across multiple planning areas.
- Working towards, or committed to progressing towards, Chartered Financial Planner status.
- Strong technical knowledge across investments, retirement and pension planning, protection, and tax-efficient and estate planning.
- A commercially minded, client-focused approach, with the drive to grow and develop client relationships.
Compensation: Competitive base salary, with market leading commission.
Financial Planner in Horsham employer: Radium Search
Radium Search is an exceptional employer for Financial Planners, offering a supportive environment with strong back-office and paraplanning assistance. With genuine flexibility on location and scalable earnings potential, employees can thrive while having clear pathways to equity or partnership, making it a rewarding place for career growth in the financial planning sector.
