Financial Adviser – Client‑Focused Planner

About the role

This is a full‑time, client‑focused Financial Adviser position based in Horsham, supporting established offices across Surrey and Sussex. You will work from home and travel to meet clients and introducers, delivering holistic financial planning advice.

Key responsibilities

• Provide comprehensive advice on pensions, investments, protection and estate planning.
• Develop and maintain long‑term relationships with introducers and clients.
• Manage and grow your own client portfolio.
• Deliver high‑quality, face‑to‑face advice sessions.
• Attend local events and community shows to generate new opportunities.

Required profile

• Fully Level 4 qualified (DipFA, DipPFS or equivalent) with CAS.
• Proven experience delivering regulated financial advice.
• Strong relationship‑building skills with a client‑first mindset.
• Motivated, professional and focused on long‑term success.
• Comfortable working in a field‑based, face‑to‑face environment.

Required skills

What we offer

• Warm, pre‑qualified lead source – no cold prospecting.
• Strong existing client base with high retention.
• Support from paraplanning and administration teams.
• Competitive salary £50,000‑£75,000 plus realistic OTE up to £130,000+.
• Car allowance, bonus, pension contribution up to 20% and flexible benefits.