Financial Planner Vacancy

6 days ago


West Blatchington, Brighton and Hove, United Kingdom Financial Divisions Full time

Job Title: Financial Planner Vacancy - Sussex Sports Clubs

About the Role:

We are seeking a highly skilled Financial Planner to join our team at Financial Divisions, a leading Independent Financial Advice firm based in Sussex. As a Financial Planner, you will work closely with our Managing Director to build relationships with sports clubs across Sussex, generating new business and providing holistic financial advice to clients.

Key Responsibilities:

  • Provide whole of market advice on Pensions, Investments, Tax Planning, retirement planning, IHT, Mortgages, and some Protections, Wills, Trusts, and Powers of Attorney.
  • 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:

  • Experience in a Private Client Wealth Management role, providing holistic financial advice.
  • Ability to work independently and as part of a team.
  • Strong communication and interpersonal skills.
  • Ability to live within the Surrey and Sussex areas.

What We Offer:

As a Financial Planner at Financial Divisions, you will have the opportunity to work with a dynamic and experienced team, providing high-quality financial advice to clients. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.



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