Financial Planner in Crawley

Financial Planner – Digitally Led Wealth Service

Location: Horsham

Salary: Junior Position – Dependent on Experience

We’re representing a highly respected, forward-thinking financial planning firm that is seeking an ambitious Financial Planner to join its digitally led Essentials Service .

This is an exciting opportunity for an adviser who enjoys delivering high-quality financial planning in a modern, tech-enabled environment. The successful candidate will have at least 12 months of advisory experience, hold a Level 4 Diploma (or be close to completion), and be committed to progressing toward Chartered status.

You’ll join a collaborative, client-focused team with clear progression opportunities and full professional development support.

Key Responsibilities

• Deliver holistic financial planning and wealth management advice in line with FCA standards.
• Conduct detailed fact finds and assess clients’ current and future financial goals.
• Develop tailored recommendations across investments, pensions, protection, and tax planning .
• Prepare and present comprehensive financial plans and suitability reports.
• Build and maintain long-term client relationships, providing exceptional ongoing service.
• Proactively manage a client portfolio and identify new business opportunities.
• Collaborate with paraplanners and client support teams to ensure accuracy and timeliness.
• Commit to personal development and progression toward Chartered status , fully supported by the firm.

Experience & Qualifications

• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Minimum 12 months of client advisory experience , with CAS status held for at least 12 months .
• Strong understanding of pensions, investments, tax-efficient strategies, and protection planning .
• Confident conducting client meetings both in-person and digitally.
• Working knowledge of Microsoft Teams, Microsoft 365, and CRM systems .

The Ideal Candidate

• Ambitious, proactive, and eager to advance toward Chartered status.
• Commercially astute with a passion for holistic, client-centred advice.
• Strong communicator with excellent written and verbal presentation skills.
• Analytical, detail-oriented, and comfortable with digital client engagement.
• Team player who values collaboration and continuous professional growth.

This role is ideal for a Financial Planner looking to join a modern, supportive business where technology, client experience, and professional development go hand in hand.