Independent Financial Planner

7 days ago

Eastbourne, East Sussex, United Kingdom Financial Divisions Full time
About the Role

We are seeking a skilled Financial Advisor to join our team at Financial Divisions, a leading Independent Financial Advice firm based in the South East. As a Financial Advisor, you will work closely with our Managing Director to build relationships with sports clubs across Sussex and generate new business opportunities.

Key Responsibilities:

  • Develop and maintain relationships with sports clubs and their members to identify new business opportunities
  • Provide holistic financial advice to clients, including pension planning, investment management, tax planning, and retirement planning
  • Work closely with the Managing Director to develop and implement business strategies to grow the firm's presence in the region
  • Manage a portfolio of clients, providing ongoing financial planning and advice to ensure their financial goals are met

Requirements:

  • Proven experience as a Financial Advisor or Planner in a Private Client Wealth Management role
  • Strong knowledge of financial planning and investment management principles
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Ability to work independently and as part of a team, with a strong focus on delivering high-quality results

What We Offer:

  • A competitive salary and benefits package
  • The opportunity to work with a leading Independent Financial Advice firm in the South East
  • A dynamic and supportive work environment, with opportunities for professional development and growth

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