Experienced Financial Planner - Remote Advisory Impact

Atomos Investments Limited; Fareham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Fareham is seeking an experienced Financial Planner to deliver personalized financial strategies. The ideal candidate will have over 3 years of client-facing experience, a Level 4 Diploma in Financial Planning, and confidence using CRM systems. This role includes developing close client relationships, maintaining detailed records, and contributing to team success. Competitive benefits include a pension scheme and private medical insurance.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• Minimum 3 years’ experience in a client-facing Financial Planning role.
• A current Statement of Professional Standing.
• Experience using and delivering a full range of provider products.

Responsibilities

• Deliver financial planning that feels personal.
• Transform numbers into smart, actionable strategies.
• Connect with clients and make complex advice clear.

Skills

Client-facing experience

Strong organisational skills

Intermediate Excel skills

Good energy

Education

Level 4 Diploma in Financial Planning

Tools

CRM systems

Cashflow modelling tools

Job description

A financial advisory firm in Fareham is seeking an experienced Financial Planner to deliver personalized financial strategies. The ideal candidate will have over 3 years of client-facing experience, a Level 4 Diploma in Financial Planning, and confidence using CRM systems. This role includes developing close client relationships, maintaining detailed records, and contributing to team success. Competitive benefits include a pension scheme and private medical insurance.