Financial Planner

BN18, Arundel, West Sussex

£70000 - £80000/annum Performance bonus included

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 - essential
Strong relationship-building skills to manage a smooth succession handover - essential
Valid Statement of Professional Standing (SPS) - essential

Behind the role
You will join a well-established wealth planning practice that values high advice standards, long-term client relationships, and a collaborative, supportive working environment.

What you get in return

Basic salary of £70,000 to £80,000
Performance-related bonus with realistic six-figure total earnings potential
Full handover of an established, recurring-income private client bank
Hybrid working arrangement
Comprehensive company benefits package

What happens next
Your application comes directly to Premier Jobs UK. Our team reviews every application and responds to every candidate, so you will always hear back from us. If your background fits, we will arrange a confidential introductory call to understand what you are looking for before anything is shared with our client.

To take on this succession Financial Planner position in Arundel, apply today with your CV.

Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded

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