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Financial Planner

2 months ago

Eastbourne, East Sussex, United Kingdom Financial Divisions Full time
Financial Advisor Job Opportunity

We are seeking a skilled Financial Advisor to join our team at Financial Divisions. As an Independent Financial Advisor, you will work closely with clients from sports clubs across Sussex, providing holistic financial advice and managing their affairs.

Key Responsibilities:

  • Offer whole of market advice on pensions, investments, tax planning, retirement planning, IHT, mortgages, and protections.
  • Manage the affairs of clients with assets ranging from £100k to £1m to invest.
  • Build relationships with sports clubs across Sussex to generate new business and receive warm leads, recommendations, and referrals.
  • Work with clients from various backgrounds, including city professionals, families, accumulators, and SME owners.

Requirements:

  • Live within the Surrey and Sussex areas.
  • Be self-employed or employed, with a strong background in private client wealth management.
  • Have excellent communication and interpersonal skills.

About the Company:

Financial Divisions is an Independent Financial Advice firm based in Sussex, near Gatwick. We offer a supportive and dynamic work environment, with opportunities for professional growth and development.