Chartered Financial Planner
A well-established, client-focused Financial Planning firm in Sussex is looking to recruit a Chartered Financial Adviser to deliver a holistic financial planning service to new and existing clients. This is a fantastic opportunity for a motivated, client-focused professional to join a collaborative team and make a real impact.Role Overview: You will provide tailored financial planning solutions across Investments, Pensions, Personal Tax, Estate Planning, and Protection, delivering advice that aligns with clients’ objectives. You will also be responsible for generating new business opportunities and supporting the firm’s growth strategy.Key Responsibilities:Conduct comprehensive fact-finding and client discoveryDevelop and review clients’ risk profiles and financial objectivesRecommend suitable financial solutions based on research and market knowledgePrepare suitability reports and deliver advice via video, telephone, and face-to-face meetingsMaintain strong client relationships and conduct regular reviewsWork closely with paraplanners, administrators, and investment managers to ensure holistic, compliant adviceEnsure full compliance with FCA regulations and maintain professional standardsPerson Specification:Fully Chartered Financial Planner (Level 6 Advanced Diploma or equivalent) with valid SPSExperience across investments, pensions, protection, personal tax, and estate planningStrong analytical and problem-solving skillsExcellent communication and presentation skills, both written and verbalHighly organised, detail-oriented, and client-focusedCommercially aware with a proactive approach to business developmentConfident using technology and financial planning tools; experience with video/telephone advice deliveryThis is an exciting opportunity to join a reputable Sussex firm, deliver exceptional client service, and grow within a supportive, professional environment.
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