Financial Planner salaries in Henfield, WSX

Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate…

Confidence dealing with high‑net‑worth clients. Deliver holistic financial planning across investments, pensions, protection, and tax.

Adhere to the Company’s business principles, high standard of ethics and treating customers fairly obligations. Experience of using cash flow modelling tools.

£150,000 - £400,000 a year

Respond to inbound telephone enquiries. Process adviser charging instructions and fee administration activities. Manage electronic signatures via Adobe Sign.

6 days ago

Ensuring the Backoffice system (IO) is kept up to date and tasks for processing recommendations are completed in a timely manner and checked.

£25,000 - £28,000 a year

Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.

£45,000 - £60,000 a year