Job Description
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
1. Deliver holistic financial planning and wealth management advice in line with FCA standards.
2. Conduct detailed fact finds and assess clients’ current and future financial goals.
3. Develop tailored recommendations across investments, pensions, protection, and tax planning.
4. Prepare and present comprehensive financial plans and suitability reports.
5. Build and maintain long-...