Financial Planner

  • mbf.
  • Hove, Sussex
  • Oct 18, 2025
Full time Banking Finance

Job Description

Financial Planner

Hove, East Sussex (Hybrid)

Salary: Up to £90,000 + bonus + benefits

Overview

A leading financial planning firm is seeking two Financial Planners to join their established team in Hove. Following recent acquisitions, the business has new client banks ready to transition, creating a fantastic opportunity to step into an existing, well-serviced client base.

This is a rare chance to inherit a significant portfolio of clients and provide holistic financial planning within a supportive and professional environment.

The Role

  • Location: Hove (hybrid, only 1 day per week in the office).
  • Inherit a minimum of 200 clients per adviser.
  • Typical client AUM: £250k+.
  • Provide independent, holistic advice across pensions, investments, and retirement planning.
  • Work alongside a team of three experienced Financial Planners and five administrators.

Candidate Profile

  • Level 4 Diploma qualified (Chartered or working towards Chartered preferred).
  • Minimum 1 year's experience as a Financial Planner/IFA.
  • Strong relationship management skills with a client-first approach.
  • Ability to deliver compliant, holistic advice while building long-term client relationships.

Package & Benefits

  • Salary: Up to £90,000 depending on experience.
  • Bonus: 15% ongoing and 25% initial (paid half-yearly, post-threshold).
  • 28 days holiday.
  • 5% employer pension contribution.
  • 4x death in service cover.
  • Private healthcare (Bupa).
  • Hybrid working model - only one office day per week required.

This is an excellent opportunity for an ambitious Financial Planner to join a growing firm, inherit an established client bank, and build long-term relationships with full support from administrators and paraplanners.