Financial Adviser / Chartered Progression Pathway
Money Minder Financial Services (UK) Ltd is an independently owned, FCA-regulated Chartered Financial Planning firm with over 26 years of trusted client relationships. We are seeking an experienced Level 4-qualified Financial Adviser (DipPFS or equivalent) who is ready to progress toward Chartered status and build a long-term career within a supportive, client-focused environment.
This is a rare succession opportunity to inherit and develop an established portfolio of long-standing clients aged 55+, supported by full in-house paraplanning, admin and compliance teams.
What We Offer
* Established client bank to inherit and develop
* Full paraplanning, admin and compliance support
* Competitive salary + bonus DOE
* Employer pension contributions, group life and income protection
* Hybrid working with presence in Sleaford (relocation support available)
* Investors in People accredited employer with strong focus on development
* Funded progression toward Chartered status
* Stable, values-led environment focused on long-term client relationships
What We’re Looking For
* Level 4 qualified (DipPFS or equivalent)
* Valid SPS
* Strong pensions and investment planning expertise
* Comfortable using technology to enhance advice delivery
* Experience with public sector pension schemes
* Familiarity with cashflow modelling tools
How to Apply
Please submit:
* Your CV
to: careers@money-minder.com
Strictly no agencies.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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