Financial Planner - Flexible, Employed Role
Meriden (Hybrid) | £60,000-£70,000 + Bonus + Benefits
No validation. No pressure. Just great planning.
We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity.
This is a client-facing role with flexibility built in - a couple of days in the Meriden office, with the rest spent working remotely or visiting clients. You'll be supported with structured development, generous benefits, and a culture that values ethics, autonomy, and long-term relationships.
Why this role stands out:
* No validation targets - just a commitment to quality advice and strong performance.
* Some clients provided, but you'll also have the freedom to build your own network.
* Chartered status preferred, but support is available if you're still working toward it.
What they're looking for:
* 3+ years working as a Financial Planner.
* Level 4 qualified (Diploma in Regulated Financial Planning) - Chartered or happy to work toward.
* Proven experience delivering holistic financial advice across pensions, investments, protection, and tax planning.
* Confidence in generating new client opportunities and building professional relationships.
* A strong ethical compass and commitment to delivering good customer outcomes.
What's on offer:
* Competitive salary with annual bonus (behaviour-linked).
* 8% employer pension contribution.
* Private medical insurance, income protection, and death-in-service cover.
* Structured support for ongoing professional development.
* Hybrid working with flexibility to suit your lifestyle.
If you're ready to join a firm that values integrity, autonomy, and long-term client relationships, and want to do it without the pressure of validation, we'd love to hear from you.
Applicants up to 1 hour commute will be considered - areas include Leicestershire, Oxfordshire, and Birmingham