Wealth Planner / Financial Advisor wanted.
Located in Bristol, Oxford, Birmingham, Ipswich or Southampton
Salary between £35,000 – £55,000 basic (depending on the amount of experience) + £35,000 OTE (uncapped) + benefits
Are you a confident and motivated Wealth Planner with CAS status, ready to take your career to the next level?
Would you thrive in an advice-led environment, where quality clients, cutting-edge tech, and admin support are built in from day one?
We’re working with an exciting and fast-growing financial planning firm on a mission to close the Advice Gap and revolutionise how people think about financial advice. If you’re driven to make a difference and want to be part of something bigger – this could be the opportunity you’ve been looking for.
What Makes This Role Different?
* No cold calling, no chasing – All your client leads come directly from a partnered estate planning law firm within the group, ensuring warm, qualified appointments and a consistently full diary.
* Existing client base – Step into a role with AUM already in place, plus protection policies requiring annual reviews.
* AI-powered paraplanning – Tech-driven tools mean quicker, more accurate reports, freeing you up to focus on building relationships and converting clients.
* Industry-leading CRM – A dynamic platform with two-way APIs, a client portal for pre-meeting fact finds, and built-in ATR tools.
* First-class admin support – From appointment booking to application submission, you’re supported every step of the way.
What You’ll Be Doing
* Building lasting client relationships through high-quality advice and annual reviews
* Delivering full fact finds and tailored financial plans across investments, pensions, and protection
* Generating new business through internal referrals and exceptional client service
* Supporting clients with clear, jargon-free advice that aligns with their goals and legacies
* Playing your part in the intergenerational advice journey – helping families plan now and for the future
What We’re Looking For
* CAS status (essential)
* Diploma Level 4 qualified as a minimum – ideally progressing towards Level 6
* Experience providing financial advice across pensions, investments, and protection
* A Statement of Professional Standing in place
* Strong understanding of compliance and delivering great client outcomes
* A team player who thrives in a high-support, high-challenge culture
* Willingness to travel locally to see clients in person when required
Ready to build a life-changing career, while helping others do the same?
Apply today to find out more – all applications will be handled in strict confidence.
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