Financial Planner

**Financial Planner (Mortgage and Protection)**

**£38,050 plus bonus**

Based in Horsham, West Sussex.

Hybrid role - 2/3 days per week in the office.

What we can offer you
- There’s no need to bring clients. Our business development initiatives will comfortably provide you with a book of client families to service.
- All client interactions including regular client servicing and annual review meetings will be delivered through digital channels.
- Our advisers enjoy comprehensive training, professional development and compliance support.
- You will also benefit from administrative support, enabling you to spend more time focused on serving your clients’ needs.
- An attractive compensation and benefits package, a terrific working environment and a well

**The knowledge, experience and qualifications you need to work in the capacity of Financial Planner.**
- You must be currently working as a Financial Planner and have held CAS for at least 12 months. You will also hold a valid SPS.
- The ability to analyse clients’ financial needs and goals, to develop lifetime planning strategies and to proactively provide an ongoing advice service to our clients.
- Committed to developing your professional skillset, you’ll be studying towards becoming a Chartered Financial Planner.
- We are happy to consider advisers who may be relatively early in their careers and who are motivated to become a chartered financial planner, as well as those more experienced advisers who are looking for a wholly desk-based or digital client financialadvisory proposition.
- Excellent communication skills and high standards of literacy are essential.
- A thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area.
- Fully conversant with digital client meeting tools, such as Microsoft Teams, you will also possess solid systems experience with Microsoft 365, CRM and compliance systems.

Interpersonnel is an equal opportunities employer. All our current vacancies are on our website