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Permanent

Financial Advsier

mbf.
Horsham
money-bag £50000 Annual
Posted: 25 July 2026 (Yesterday)
Closing date: 24 August 2026
Ref: 3143882358

An outstanding opportunity has arisen for an experienced Financial Planner to join a highly successful and growing financial services organisation operating across the Surrey and Sussex region.This is a rare chance to build a high-quality client bank through warm introductions, working in partnership with established local offices and their loyal customer base.The OpportunityYou will work closely with 1-3 established local offices, each with a substantial existing client base, providing you with a consistent flow of pre-qualified opportunities.Your role will focus on:Delivering holistic financial planning advice (pensions, investments, protection, estate planning) Building strong, long-term relationships with both introducers and clients Managing and developing your own client portfolio Providing a high-quality, face-to-face advice service This is a relationship-led role, ideal for someone who values quality advice and long-term client outcomes over transactional sales.The RoleHome-based with travel across Surrey / Sussex Typically 3-4 days per week meeting clients and introducers Attending local events and community / industry shows Working closely with local introducers to generate ongoing opportunities You will benefit from strong internal support, allowing you to focus on client relationships and advice delivery rather than administration.Why Apply?Warm, consistent lead source - no cold prospecting Strong existing client base with high retention and loyalty Opportunity ..... full job details .....

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