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Financial Planner

2 months ago

Eastbourne, East Sussex, United Kingdom Financial Divisions Full time
Financial Planner Vacancy

Our client, a reputable Independent Financial Advice firm based in Sussex, is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will work closely with clients from sports clubs across Sussex, providing holistic financial advice and managing their affairs.

Key Responsibilities:

  • Provide 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
  • Work with clients to create personalized financial plans and strategies

About the Role:

The Managing Director has a long-standing career in financial planning and has built strong relationships with sports clubs across the South East. The ideal candidate will be self-employed or employed, with a strong background in private client wealth management. You will need to live within the Surrey and Sussex areas and be able to work from the office as needed.

What We Offer:

Our client offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced Financial Planner looking for a new challenge, please get in touch to learn more about this exciting opportunity.