Financial Planner

4 weeks ago


Brighton, United Kingdom mbf. Full time

Key Responsibilities:

- Provide comprehensive financial planning advice to clients, including investment planning, pension planning, tax planning, protection planning, and retirement planning
- Meeting with clients to understand their financial goals and objectives and develop personalised financial plans to help them achieve these
- Research and analyse financial products to determine which ones may be suitable for clients
- Prepare reports and presentations that summarize a client's financial situation and the recommendations that have been made
- Stay up-to-date with changes in the financial industry and regulations to ensure that advice is in line with current laws and best practices
- Identifying new business opportunities and developing relationships with potential clients
- Managing and training a team of financial planners

Qualifications:

- Chartered Financial Planner (CFP) or Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning
- Chartered Institute for Securities and Investment (CISI) Investment Advice Diploma
- Minimum of 5 years experience in a similar role
- Strong communication and interpersonal skills
- A passion for helping clients achieve their financial goals
- Proven experience in sales and business development

Package
- Salary to £120,000
- Annual bonus
- Pension, Group Life, Income Protection, PMI, CI, Flexibens

If you have a passion for financial planning, sales and business development and are looking to take the next step in your career, we would love to hear from you.


  • Financial Planner

    2 days ago


    Brighton, United Kingdom Pinstripe Personnel Full time

    **Wealth / Financial Planner** **West Sussex** **Negotiable Salary+ Client Base + Bonuses = Genuine £70,000+** An award winning Wealth Planning firm is looking to appoint an experienced Financial Planner to take over an existing client bank. The role has arisen due to the firm's expansion and is based in West Sussex. There is a large existing client...


  • Brighton, Brighton and Hove, United Kingdom Idex Full time

    Are you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Would you be open to managing a team of 5 Financial Planners, but keen to continue providing advice to clients, opening doors and creating a power house in Sussex?This is an opportunity which will allow you to create a splash, joining a...


  • Brighton, United Kingdom Idex Full time

    Are you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Would you be open to managing a team of 5 Financial Planners, but keen to continue providing advice to clients, opening doors and creating a power house in Sussex?This is an opportunity which will allow you to create a splash, joining a...


  • Brighton, East Sussex, United Kingdom Ashtons Hospital Pharmacy Services Limited Full time

    Co-ordinate the supply chain from the manufacturer/supplier to the required Ashtons delivery location : Ensuring ‘right product, right place, right time’, to meet the customer service objectives, Within the finished goods stockholding parameters, To support the maximisation of the company’s sales, profits and customer service levels, By managing...

  • Paraplanner

    1 week ago


    Brighton, United Kingdom Reed Insurance Full time

    Reed have been engaged to support a chartered financial planning firm based in Horsham who pride themselves on providing exceptional service with the aim of developing long term relationships with clients. They are looking for an IFA Paraplanner to be based in their office. Having the right character and attitude to work is essential. We are looking for a...

  • Senior PMO

    1 month ago


    Brighton, United Kingdom Akkodis Full time

    PMO / Senior PMO / Resource Planning / Agile / PMO Practices / Microsoft Dynamics / Waterfall **Job title**:Senior PMO **Job type**:Permanent **Location**:Brighton (hybrid) An exciting opportunity has arisen for a Senior PMO to join a well-known company within Financial Services who are based in the region of Brighton. The Senior PMO will look after the...


  • Brighton, United Kingdom Paragon Recruit Full time

    **Quality Dental Group is looking for an energetic Practice Manager to work in a fantastic new practice in Brighton.** Quality Dental Group are looking to recruit a Dental Practice Manager, to provide full time or part time support to a 4 surgery mixed private and NHS practice. The practice is well established with processes and procedures already in place...

  • Quantity Surveyor

    6 days ago


    Brighton, East Sussex, United Kingdom Intersect Global Limited Full time

    Due to an increase in work load a specialist Quantity Surveying Consultancy in Brighton are have an opportunity for a Project Quantity Surveyor to join their team. The Project Quantity Surveyor will work with a specific client leading fit-out contractor that delver work for a leading international bank who's head office is in London where the bulk of their...


  • Brighton, East Sussex, United Kingdom Stantec Consulting International Ltd. Full time

    Redefine your personal best. At Stantec, we have built our reputation over decades of success. We are now looking forward to a very exciting period ahead as we grow our multi-disciplinary teams. Stantec’s four key values are: We are driven to achieve; We put people first; We do what is right; and We are better together. These values describe...


  • Brighton, United Kingdom Centrica Full time

    **PH Jones** are recruiting for a **Tenant Liaison Officer** **to join our Social Housing team in **Brighton & Hove**. We are looking for people who are caring and empathetic, and someone who understands the support needs of a diverse cross section of customers. - ** £24,380.97**_ **per annum**_ - Permanent 40 hours a week, 8am - 5pm - Fully Costed Vehicle...


  • Brighton, United Kingdom Centrica Full time

    We are Centrica! We’re so much more than an energy company. We’re a family of brands revolutionising a cleaner, greener future. Working here is **#MoreThanACareer** - we’re powered by purpose. Together we can make an impact that will truly change tomorrow. Whether you’re developing cutting-edge green tech, helping customers on the front line or...


  • Brighton, East Sussex, United Kingdom Access Talent Group Full time €32,000 - €37,000

    ((BST: 8:00 - 18:00 (Mon/Thurs) 8:00 - 16:00 (Fri))) Share this Job We are seeking a highly skilled and experienced Senior Highways Engineer to join our dynamic team in the United Kingdom. The successful candidate will play a key role in the design and development of highways infrastructure, contributing to the improvement and expansion of transportation...


  • Brighton, East Sussex, United Kingdom Access Talent Group Full time €32,000 - €37,000

    ((BST: 8:00 - 18:00 (Mon/Thurs) 8:00 - 16:00 (Fri))) Share this Job We are seeking a highly skilled and experienced Senior Highways Engineer to join our dynamic team in the United Kingdom. The successful candidate will play a key role in the design and development of highways infrastructure, contributing to the improvement and expansion of transportation...


  • Brighton, United Kingdom American Express Full time

    You Lead the Way. We've Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a...


  • Brighton, East Sussex, United Kingdom Intersect Global Limited Full time

    Due to an increase in work load a specialist Quantity Surveying Consultancy in Brighton are have an opportunity for a Project Quantity Surveyor to join their team. The Project Quantity Surveyor will work with a specific client leading fit-out contractor that delver work for a leading international bank who's head office is in London where the bulk of...

  • Service Engineer

    7 days ago


    Brighton, East Sussex, United Kingdom American Express Full time

    When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and...


  • Brighton and Hove, United Kingdom AMEX Full time

    You Lead the Way. Weve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, youll learn and grow as we help you create a...


  • Brighton, East Sussex, United Kingdom American Express Full time

    You Lead the Way. We’ve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create...