Senior Financial Planning Consultant

3 days ago


Horsham, West Sussex, United Kingdom Schroders Recruitment Full time
Role Overview:
Schroders Recruitment is seeking a Senior Financial Planning Consultant to join our team based in Horsham. This role is pivotal in assisting clients to realise their financial aspirations by delivering comprehensive and ethical financial planning services.

About the Role:
We are recruiting talented Financial Planners to contribute to our award-winning and celebrated team of Chartered Financial Planners. This is an exhilarating chance for seasoned Financial Planners to be part of an expanding advice firm deeply committed to offering the highest standards of holistic financial planning to our clientele.

Key Responsibilities:
  • Analyse clients' financial needs and goals, develop lifetime planning strategies, and provide ongoing advice service
  • Provide high-quality advice across financial planning aspects, including pensions, trusts, and long-term care
  • Work with varied clientele, including individuals and their families, entrepreneurs, corporations, charities, specialist professions, and intermediaries

What We Offer:
  • A robust portfolio of clients to service, facilitated by our fully developed business acquisition and growth strategies
  • Comprehensive training, professional development, and compliance support for our advisors
  • Administrative and paraplanning support, enabling optimal time spent serving clients' requirements
  • Competitive remuneration package (£60,000 - £80,000 per annum) and excellent working environment


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