Financial Planner - mbf. : Job Details

An established and highly successful wealth management firm in West Sussex is currently seeking experienced Financial Planners to join their team as part of a long-term succession strategy.

With over £1 billion in client funds under management across approximately 2,600 households, this firm offers a rare opportunity to inherit a high-quality client book and benefit from strong infrastructure and long-term support.

Key Highlights:

• Inherit a book of approximately 150-190 high-quality clients from retiring Senior Planners
• Focus on servicing and growing existing relationships
• Warm referral network, lead generation via introducers, seminars, and client events (e.g., golf days)
• Full back-office and paraplanning support provided
• Highly flexible working structure - typically 1-2 days per week required in the office

What’s on offer:

• £40,000-£50,000 base salary
• Guaranteed bonus based on ongoing trail from inherited clients (negotiated split)
• Additional bonus on new business written
• Realistic OTE of £100,000+
• Long-term progression within a highly professional and client-focused environment

Ideal Candidate:

• Level 4 qualified Financial Planner with minimum 2-3 years' advisory experience
• Strong relationship-building skills with a client-centric approach
• Comfortable working independently while being part of a supportive team
• Desire to grow and develop within a stable and well-established business

If you’re an experienced Financial Planner looking for a rare opportunity to step into an inherited client bank and work in a supportive, flexible environment, we’d love to hear from you.

Apply today for a confidential discussion.