Type: Full time (Part-time may be considered).
Location: Hybrid. Remote working 2-3 days and West Bridgford office 1-2 days a week.
Experience: At least 2 years’ experience in a similar role.
Qualifications: Diploma in Financial Planning would be an advantage.
Salary: Dependent on experience.
About you
To thrive in this role and embody our values, you’ll need:
* A problem-solving mindset: For example, you notice clients often ask the same questions when changing their retirement income and put together a FAQ to proactively send them.
* Pioneering spirit: For example, you put yourself forward to join an initiative to test a new AI solution.
* Growth mindset: For example, you come across a less-common area of planning and arrange learning sessions so you can boost your knowledge and share it with others.
* Care and attention to detail: For example, you notice standard cashflow forecasting assumptions need tailoring to suit a client’s circumstances and suggest an alternate approach.
Responsibilities
* Holistic financial plans: Preparing comprehensive goals-based financial plans that reflect each client’s circumstances. Detailed and visually engaging reports include investment analysis, income and expenditure planning, tax planning, contingency planning and legacy planning.
* Lifetime cashflow modelling: Building detailed lifetime cashflow models and ‘what if’ scenarios to demonstrate the impact of changes including spending more, suffering a market crash, needing care or passing away.
* Prepare suitability reports: Using our comprehensive templates, produce clear and client-friendly reports to explain our recommendations.
* Financial product and investment research: Using a suite of research tools alongside our centralised due diligence, research the appropriate solutions for clients.
* Collaboration: Working closely with a pod of 2-3 Financial Planners, Paraplanners and Administrators, creating financial plans and agreeing strategies together. Attending client meetings together as needed.
What we offer
* At Balance, you’ll be part of a team that values your contribution and offers the chance to grow in a positive, forward-thinking environment.
* A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
* Comprehensive training and mentoring, with all professional qualifications and development costs covered.
* Flexibility with hybrid working and a focus on work-life balance. Our West Bridgford office is open Tuesday–Thursday, with remote working on other days.
* An attractive benefits package, including a competitive salary, pension, life insurance, online GP access, generous holidays with buy‑more options, and more.
About us
Balance: Wealth Planning is a Chartered Financial Planning firm helping clients gain clarity, confidence, and peace of mind through holistic, goals-based financial planning.
We’re a team of problem solvers and forward thinkers who genuinely care about our clients and each other. Our culture is built on kindness, collaboration, and continuous improvement.
We are independently recognised as one of the Top 100 Financial Planning companies in the UK and awarded Best Financial Advice Firm to work for in 2026.
Difference makes us stronger
As a company whose board members are all women or from a minority ethnic background, we really value diversity, and everyone being fairly included.
We welcome applications from all candidates and promise they will be considered on their own merits, regardless of race, gender, disability, age, religion or sexual orientation. If you are likely to need adjustments to perform this role, please contact us to discuss this further.
How to Apply
Send your CV and a covering message to recruitment@balancewealth.uk.
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