Financial Planner

Job Description Taking over a substantial, active client bank with a complete handover makes this permanent Financial Planner role in Arundel, West Sussex a rare succession planning opportunity. Offering a basic salary of £70,000 to £80,000 plus bonus and six-figure earnings potential, you will step straight into an established, high-value client portfolio. Where you fit in This Financial Planner vacancy arises from a planned succession handover following an adviser''s departure. Working in a hybrid setup, you will manage, retain, and develop an established private client base across West Sussex, Hampshire, and Surrey borders, providing modern cash-flow modelling and holistic lifestyle financial planning to help clients achieve their long-term wealth objectives. What the job involves - Deliver comprehensive lifestyle financial planning and cash-flow modelling to an existing client bank - Conduct regular portfolio and suitability reviews across pensions, investments, and estate planning - Lead a seamless, structured client transition to maintain high retention and trust - Identify organic growth and referral opportunities within the portfolio and local territory - Maintain robust compliance standards and accurate advice records Financial Advisor Requirements - Proven track record as a client-facing Financial Planner - essential - Level 4 Diploma in Financial Planning or equivalent - essential - Practical experience using cash-flow modelling software for lifestyle planning ..... full job details .....