Job Description
Financial Planner – AI-Enabled, Client-Centric Advisory Firm (Hybrid/Remote)
A new era of financial planning—powered by AI, designed for client excellence.
This is not a traditional wealth management role.
This is a firm that uses AI as a strategic advantage—allowing you to spend the majority of your time where you add the most value: client interaction, relationship-building, and new client acquisition.
By integrating AI across the business, the firm delivers 2–4 high-quality warm leads each week, while automated back-office processes, AI-assisted research, and AI-powered paraplanning dramatically reduce admin time. The result? Planners get to operate at their best—spending more time advising and less time managing workflow.
The business operates on a transparent fixed-fee model, serves both wealth accumulators and retirees, and is built on values, integrity, and putting clients first.
You’re treated like a partner—not a cog in a corporate machine. The culture is flat, collaborative, and fast-moving, with a genuine commitment to supporting both adviser success and exceptional client outcomes.
Salary: Up to £60,000 base
OTE: £100,000 to £200,00 earn over 40% of your fees.
Long-term upside: Equity or growth share options available for high-impact contributors
What Makes This Role Different
AI-Enabled Operations
AI handles large parts of the back office: initial research, suitability report drafting, document preparation, and workflow management.
You focus on planning, relationships, and growth—not admin.
Freedom With Responsibility
Work remotely and flexibly, in the way that best serves your clients.
Your ideas matter—new initiatives are actioned quickly, without bureaucratic delay.
Career Ownership & Long-Term Upside
Shape your own proposition—whether that’s business-exit planning, NHS advice, or specialist niches.
Earn equity/growth shares based on your contribution to the firm’s success.
Responsibilities
* Deliver high-quality, holistic financial advice to both wealth builders and retirees.
* Build and nurture long-term client relationships grounded in transparency and trust.
* Convert the consistent stream of AI-generated leads into loyal, long-term clients.
* Use AI tools and streamlined tech systems to improve efficiency and client experience.
* Bring new ideas to drive firmwide growth—through partnerships, content, or specialist planning.
* Demonstrate and live out the firm’s values in all client and team interactions.
Requirements
* Level 4 Diploma in Financial Planning (minimum).
* Experience advising clients across the full advice spectrum.
* Strong interpersonal skills with a genuine passion for speaking to people.
* Comfortable in a flexible, remote-first environment.
Benefits
* Flexible/Remote Working: Operate from anywhere that suits you.
* Unlimited Holiday: As long as responsibilities are met.
* Guaranteed Lead Flow: 2–4 quality leads per week, consistently.
* Growth Budget: Funding for events, marketing, and specialist initiatives.
* Client Bank to Inherit: Immediate portfolio as the current planner is at capacity.
* Flat Structure: Work closely with senior leadership and influence firm direction.
* Equity/Growth Shares: For those who contribute significantly to growth and culture.