Financial Planner

Truestar Talent Ltd

Posted 4 days ago, valid for 3 days

Horley, Surrey RH6 7NL, England

£90,000 per annum

Full Time

Life Insurance

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Sonic Summary

We are hiring a Financial Planner for a leading UK merchant banking organization located in Gatwick, offering remote working options.
The role offers a competitive salary of up to £90,000 per annum, which is negotiable, along with a bonus and an excellent benefits package.
Candidates should have a Level 4 Diploma for Financial Advisers (DipFA®), with Level 6 (Adv DipFA®) preferred, and must possess CF30 status (FCA compliant).
Experience in holistic financial planning and wealth management for high-net-worth clients with portfolios of £500K or more is essential.
The position involves building and maintaining client relationships, winning new business, and providing expert financial planning services.

We’re Hiring: Financial Planner - South East England ??

Salary: Up to £90,000 per annum (negotiable) + Bonus
Location: Gatwick (Remote working available)
Job Type: Permanent, Full-time

Are you a skilled Financial Planner looking for your next big opportunity? Join a leading UK merchant banking organisation with a respected investment arm, offering an established high-net-worth client base and an incredible benefits package!

Why You’ll Love This Role:

Competitive salary - up to £90,000 basic + bonus
Established client base of professionals, business owners & HNW individuals
Fantastic benefits, including:

10% employer pension contribution
Private medical insurance
Life assurance (4x basic salary)
Electric company car
Cost-saving & discount schemes

Dedicated paraplanning & admin support
Remote working flexibility

What You’ll Be Doing:

Providing expert financial planning, investment, and insurance services
Building and maintaining strong relationships with clients
Winning new business annually and expanding your client base
Keeping client records up to date
Acting as a trusted advisor for financial matters

What We’re Looking For:

Level 4 Diploma for Financial Advisers (DipFA®) - ideally Level 6 (Adv DipFA®)
CF30 status (FCA compliant)
Expertise in holistic financial planning & wealth management for HNW clients (£500K+)
Excellent interpersonal & communication skills
Strong business development and networking abilities
A proactive approach to client care & relationship management
Willingness to travel for face-to-face client meetings

If you’re a dedicated Financial Planner with a passion for helping clients grow and protect their wealth, we’d love to hear from you!

Apply now by sending your CV for immediate consideration. Let’s take your career to the next level!

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