Deliver financial planning that feels personal
because every client’s story is unique.
Transform numbers into smart, actionable strategies.
Connect with clients, understand their needs, and make complex advice clear and understandable.
Lead regular reviews to keep plans fresh, relevant, and results-focused in line with client service agreements.
Offer intelligent, proactive solutions to client issues
thinking ahead and responding fast.
Learn, understand, and confidently articulate all aspects of our financial planning proposition.
Complete Continuous Professional Development to meet regulatory requirements and your personal growth goals.
Maintain detailed and accurate records of client interactions using our CRM.
Work closely with team members, share insights, and continuously improve service delivery.

Level 4 Diploma in Financial Planning.
Minimum 3 years’ experience in a client-facing Financial Planning role.
A current Statement of Professional Standing.
Confident using CRM and cashflow modelling tools.
Experience in an advisory or technical role gained within an advisory firm.
Experience using and delivering a full range of provider products, services, and capabilities.
Intermediate Excel
v:lookups and pivot tables.
Good energy – you must able to have conversations with clients that deliver trust and solutions.
A desire to help our clients make their financial ambitions a reality.

Competitive Pension Scheme
we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Financial Planner

Key skills