Financial Planner

Description:

A prestigious professional services organisation is seeking a highly skilled Financial Planner to lead a growing financial planning offering in West Sussex. This firm provides top-tier services across financial planning, accounting, tax, audit, advisory, and business consultancy, with a strong focus on high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

This is a rare chance to join a market-leading accountancy and professional services business, leveraging its strong internal referral network and working alongside experts across multiple disciplines. If you are ambitious, experienced in HNW financial planning, and thrive on building strong internal and external relationships, this could be your next career move.

Key Responsibilities:

• Deliver comprehensive regulated financial planning advice to a high-net-worth client portfolio.
• Manage complex financial planning cases with a strong focus on wealth preservation, inheritance tax planning, investment strategies, and retirement planning.
• Build and nurture internal referral relationships within the wider professional services group to generate new client opportunities.
• Work closely with accountants, tax specialists, and business advisors to provide clients with a truly holistic service.
• Influence and engage with internal stakeholders, promoting the value and importance of integrated financial planning services.

Requirements:

• Chartered Financial Planner status (or working towards completion).
• Current holder of CAS (Competent Adviser Status) and SPS (Statement of Professional Standing).
• Demonstrated success in managing relationships with high-net-worth clients and complex financial cases.
• Strong ability to influence internal colleagues and collaborate across departments to maximise cross-referrals.
• Proactive, motivated, and client-centric approach.

What’s on Offer:

• Basic salary up to £110000
• Highly attractive commission structure with uncapped earnings potential.
• Equity opportunities within the firm.
• Flexible hybrid working – office presence required to support relationship-building with internal colleagues.
• Immediate access to a warm portfolio of potential clients through the firm’s existing professional services client base.

Location Requirement:
The successful candidate should ideally be based in the West Sussex region and be able to attend the office regularly to foster internal collaboration.