Financial Planner - Financial Planning - Fareham

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

Career
With 3+ years’ experience, you’re an ambitious Financial Planner ready to make your mark. You want to join a well-established team of Financial Planners where you can put your stamp on the client experience and help shape how we deliver exceptional service.

We’re looking for a qualified Financial Planner who’s proactive, confident and ready to hit the ground running. If you’ve got strong client-facing experience, the ability to build on an existing network, and a passion for making a difference in our clients’ lives, we want you on our team. Together, we’ll make our clients’ financial ambitions a reality.

About the role
As a Financial Planner in our Farehamoffice, you will join a well-established team of Financial Planners. We’re looking for someone who can confidently navigate our processes, communicate with clarity and empathy, and bring strong organisational skills to manage our clients. Your ability to build trust, adapt to changing needs, and deliver tailored financial strategies will make you an integral part of our success.

Accountabilities

• Shape Futures, Not Just Plans: Deliver financial planning that feels personal - because every client’s story is unique.
• Turn Numbers into Strategies: Transform numbers into smart, actionable strategies.
• Be the Trusted Voice: Connect with clients, understand their needs, and make complex advice clear and understandable.
• Keep Reviews on Track: Lead regular reviews to keep plans fresh, relevant, and results-focused in line with client service agreements.
• Solve Challenges Before They Happen: Offer intelligent, proactive solutions to client issues - thinking ahead and responding fast.
• Know our Proposition Inside Out: Learn, understand, and confidently articulate all aspects of our financial planning proposition.
• Keep Growing: Complete Continuous Professional Development to meet regulatory requirements and your personal growth goals.
• Record Every Detail: Maintain detailed and accurate records of client interactions using our CRM.
• Win Together: Work closely with team members, share insights, and continuously improve service delivery.

Skills and Experience

• Level 4 Diploma in Financial Planning.
• Minimum 3 years’ experience in a client-facing Financial Planning role.
• A current Statement of Professional Standing.
• Confident using CRM and cashflow modelling tools.
• Experience in an advisory or technical role gained within an advisory firm.
• Experience using and delivering a full range of provider products, services, and capabilities.
• Intermediate Excel - v:lookups and pivot tables.
• Good energy – you must able to have conversations with clients that deliver trust and solutions.
• A desire to help our clients make their financial ambitions a reality.

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

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.