Financial Planner

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You’re an ambitious Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want to join a well-established team of Financial Planners where you can put your stamp on the client experience.

We’re looking for a Financial Planner who’s proactive, confident and ready to hit the ground running. If you’ve got strong client-facing experience, the ability to grow and nurture an existing network, and a genuine passion for helping clients achieve their financial goals, we’d love to hear from you. Together, we’ll turn financial ambitions into reality.

Joining our Fareham office, you'll become part of a collaborative and supportive team of Financial Planners. We’ll equip you with the tools and guidance you need, while giving you the freedom to grow and succeed. You’ll bring empathy and exceptional organisation to build trusted relationships, deliver tailored strategies, and adapt to clients’ changing needs, making a real impact from day one.

• Shape Futures, Not Just Plans:
  Deliver financial planning that feels personal - because every client’s story is unique.
• Turn Numbers into Strategies:
  Transform numbers into smart, actionable strategies.
• Be the Trusted Voice:
  Connect with clients, understand their needs, and make complex advice clear and understandable.
• Keep Reviews on Track:
  Lead regular reviews to keep plans fresh, relevant, and results-focused in line with client service agreements.
• Solve Challenges Before They Happen:
  Offer intelligent, proactive solutions to client issues - thinking ahead and responding fast.
• Know our Proposition Inside Out:
  Learn, understand, and confidently articulate all aspects of our planning proposition.
• Keep Growing:
  Complete Continuous Professional Development to meet regulatory requirements and your personal growth goals.
• Record Every Detail:
  Maintain detailed and accurate records of client interactions using our CRM.
• Win Together:
  Work closely with team members, share insights, and continuously improve service delivery.

• Level 4 Diploma in Financial Planning.
• Minimum 3 years’ experience in a client-facing Financial Planning role.
• A current Statement of Professional Standing.
• Confident using CRM and cashflow modelling tools.
• Experience in an advisory or technical role gained within an advisory firm.
• Experience using and delivering a full range of provider products, services, and capabilities.
• Intermediate Excel – vlookups and pivot tables.
• Good energy – you must be able to have conversations with clients that deliver trust and solutions.
• A desire to help our clients make their financial ambitions a reality.
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.