Financial Planner – Southend
Join a thriving national financial planning firm as a Financial Planner in the Southend regional office.
Key Responsibilities
* Deliver holistic financial planning advice across pensions and retirement planning, investments and wealth management, and protection and financial security planning.
* Provide comprehensive advice to private clients within a whole‑of‑market independent advice framework.
Qualifications & Experience
* Several years of Financial Planning or Wealth Advisory experience.
* Competent Adviser Status (CAS).
* Statement of Professional Standing (SPS).
* FCA registration.
* Minimum Level 4 Diploma in Financial Planning and ongoing study.
* Demonstrable track record advising private clients on pensions, investments and protection.
Benefits & Support
* Full paraplanning and administrative support.
* Strong internal referral channels.
* Collaborative culture across a national network of offices.
* Competitive base salary £60,000–90,000 per year with attractive bonus linked to new business and initial fees.
* Hybrid working enabled with flexible diary management.
* Comprehensive company benefits package.
Location: Southend on Sea, Essex | Job type: Permanent | Posted: 12/03/2026
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