An established and growing wealth management practice is seeking an experiencedFinancial Plannerto join its advisory team based in theLondon / Gatwick / Crawley area.
This is an excellent opportunity for a qualified adviser who is passionate about deliveringhigh-quality independent financial adviceand building long-term relationships with clients. The role offers a mix ofexisting client servicing and new business development, supported by a collaborative internal team including paraplanners and administrators.
You will advise clients across a range of areas includingpensions, investments, protection and estate planning, delivering tailored financial strategies aligned with their personal goals.
Key Responsibilities
* Provide high-quality, independent financial advice across pensions, investments, protection, and estate planning
* Build and maintain strong client relationships, delivering tailored financial plans and regular reviews
* Clearly explain complex financial concepts and present compelling Financial Plans and client propositions
* Achieve agreed new business and income targets, identifying opportunities within new and existing clients
* Support business development initiatives and collaborate with colleagues
* Ensure full compliance with FCA regulations, internal policies, and CPD requirements
* Maintain accurate client records and high professional standards
* Work closely with paraplanners, administrators, and internal teams to deliver exceptional client service
The ideal candidate will demonstrate:
* Proven experience in financial planning or wealth management within an IFA or advisory environment.
* Strong analytical skills and the ability to interpret and explain complex financial information.
* Excellent communication skills, both written and verbal.
* Strong organisational and record-keeping abilities.
* Ability to build strong and trusted relationships with clients and colleagues at all levels.
* A professional, confidential, and client-centric approach.
* Ability to work independently as well as collaboratively within a team.
* Good IT proficiency, particularly with Microsoft Word and Excel.
* Fluent written and spoken English.
* Minimum- Diploma in regulated Financial Planning or equivalent, desirable Advanced Diploma or working towards it.
Benefits
* Competitive salary (DOE)
* Hybrid / agile working
* 25 days annual leave
* Company pension contribution
* Professional development support
* Collaborative and supportive working environment
Location
Hybrid working with office presence inGatwick / Crawley/London
Job Types: Full-time, Permanent
Benefits:
* Company pension
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