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 Opportunity
You 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 Role
- Home-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 to build a sustainable, high-value client bank
- Excellent support structure including paraplanning and administration
- A business with a strong reputation for customer service and long-term relationships
Earnings & Benefits
- Basic salary: £50,000 - £75,000
- Realistic OTE: £130,000+
- Car allowance: £5,500
- Bonus: up to 5%
- Pension: up to 20% contribution
- Comprehensive and flexible benefits package
About You
We are keen to speak with Financial Planners who are:
- Fully Level 4 qualified (DipFA / DipPFS or equivalent) with CAS
- Experienced in providing regulated financial advice
- Strong relationship builders with a client-first approach
- Motivated, professional and focused on long-term success
- Comfortable working in a field-based, face-to-face role
If you're looking for a role where you can focus on quality advice, warm clients, and long-term relationship building, this is an excellent opportunity to take your career to the next level.
Salary range
- £50,000 - £130,000