Type: Full time (Part-time may be considered).
Location: Hybrid. Remote working Mon & Fri and West Bridgford office 2-3 days a week.
Experience: 5 years’ financial planning advice for an independent firm desirable.
Seniority: Based on capability and experience.
Qualifications:Chartered Financial Planner (CII/PFS) or equivalent is preferred.
Salary: Competitive - dependent on capability and experience.Bonuses available.
ABOUT YOU
To thrive in this role and embody our values, you’ll need:
A problem-solving mindset: You take full ownership of client outcomes and use sound judgement, knowing when to bring in support on complex or unusual cases.
Pioneering spirit: You embrace new processes, technology and changing priorities, and bring fresh ideas to improve how we serve clients.
Growth mindset: You maintain strong technical knowledge across pensions, investments, protection, trusts and estate planning, and demonstrate ongoing commitment to professional development.
Care and attention to detail: You understand the importance of accuracy, robust documentation, and compliant processes, and can manage a varied caseload and competing deadlines reliably. You are a reliable, conscientious and collaborative team player with a positive attitude.
RESPONSIBILIITIES
Holistic financial planning: Build and grow client relationships, starting with an initial client bank and developing this further through new enquiries made to the firm. Delivering holistic, goals-based financial plans across pensions, investments, protection, trusts and estate planning with full cash flow modelling. Maintain accurate records and data in the CRM and related systems.
Present Financial Plans and suitability reports: Work with paraplanners to produce clear, technically robust and client-friendly reports and recommendations. Undertake research on financial products to identify suitable solutions across a wide range of client needs. Present recommendations to clients and confidently address their questions.
Continued learning and development: Commit to ongoing professional development, keeping technical knowledge current across pensions, investments, protection, tax and estate planning, and maintaining the standards expected of a Chartered Financial Planner.
Collaboration: Work closely with Paraplanners, Administrators and other Financial Planners, agreeing strategies together and contributing to team process improvements by identifying challenges or gaps.
WHAT WE OFFER
- At Balance, you’ll be part of a team that values your contribution and offers the chance to grow in a positive, forward-thinking environment.
- A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
- Comprehensive training and mentoring, with all professional qualifications and development costs covered.
- Flexibility with hybrid working and a focus on work-life balance. Our West Bridgford office is open Tuesday–Thursday, with remote working on other days as agreed.
- An attractive benefits package, including a competitive salary, ability to earn a bonus, pension, life insurance, online GP access, generous holidays with buy-more options, and more.
ABOUT US
Balance: Wealth Planning is a Chartered Financial Planning firm helping clients gain clarity, confidence, and peace of mind through holistic, goals-based financial planning.
We’re a team of problem solvers and forward thinkers who genuinely care about our clients and each other. Our culture is built on kindness, collaboration, and continuous improvement.
We are independently recognised as one of the Top 100 Financial Planning companies in the UK.
DIFFERENCE MAKES US STRONGER
We value diversity, and everyone being fairly included.
We welcome applications from all candidates and promise they will be considered on their own merits, regardless of race, gender, disability, age, religion or sexual orientation. If you are likely to need adjustments to perform this role, please contact us to discuss this further.
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Contact Details:
Balance: Wealth Planning Limited Recruitment Team
