Financial Planner
Listed on 2026-10-22
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
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
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