Join us as a Financial Planner hybrid, supportive, and no need to chase sales. An experienced Paraplanner ready to advise
A seasoned professional seeking a better work-life balance
A flexible hybrid setup with face-to-face time when it counts (1-2 days per week in the office).
A respected client bank ready for your expert guidance.
A team of highly qualified and forward-thinking professionals to support your journey.
A clear and stable path for both early-career Planners and experienced Advisers.
As a Financial Planner, you'll:
Lead annual reviews and craft bespoke financial strategies tailored to individual goals.
Apply your technical expertise and knowledge to help clients make informed decisions about their financial future with confidence.
Undergo the necessary training and supervision to ensure youre set up for success.
Be accountable for delivering accurate, timely, and high-quality work whether thats a financial plan, client review, or internal collaboration.
You're a thoughtful and principled professional who values trust, clarity, and long-term thinking. With a blend of technical skill and genuine care, you deliver ethical, forward-thinking advice. Has at least 4 years experience in the financial planning sector, with a strong grasp of products, markets, and client needs.
Brings 2+ years of hands-on experience with cash flow planning and holistic financial advice.
Holds a current Level 6 qualification (CII or CISI) and is committed to continuous professional development.
Communicates with clarity, warmth, and credibility building trust with clients and colleagues alike.
Is proficient with financial planning tools and cash flow modelling software, and comfortable using technology to enhance client outcomes.
May currently be working as a Level 6 Paraplanner ready to transition into an advisory role - we welcome and support that progression.
A supportive, collaborative environment where professional development and ethical advice go hand in hand.
The opportunity to deepen your expertise across all areas of financial planning, with the freedom to grow at your own pace.
A culture that embraces forward-thinking and values fresh, educated perspectives from every team member.
The genuine satisfaction of helping clients achieve meaningful, long-term financial goals with advice that puts their best interests first.
Company Pension, Income Protection, Death in Service, 25 days holiday plus bank holidays, study support (no cap), flexible working, flexible appointments, Enhanced Maternity Leave, and membership of professional bodies.
If you're looking for a role where your expertise is valued and your values are shared, wed love to hear from you apply today and let's shape the future of financial planning together.