Balance: Wealth Planning Limited in Nottingham is seeking a full-time financial planner. The role offers hybrid working with remote Mondays and Fridays and in-office 2–3 days a week. Experience of 5 years' financial planning advice is desirable; Chartered Financial Planner preferred, or Diploma qualified and working towards it.
Salary is competitive with bonuses available. You will build holistic, goals-based financial plans and grow client relationships, collaborating with paraplanning to
#J-18808-Ljbffr
Holistic Financial Planner — Hybrid Role with Training in Nottingham employer: Balance: Wealth Planning Limited
At Balance: Wealth Planning, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work culture. Our hybrid working model allows for flexibility, ensuring a healthy work-life balance while you grow your career in financial planning. With comprehensive training, mentoring, and a commitment to professional development, we empower our team members to thrive and innovate in their roles, all within a positive environment that values diversity and inclusion.
Contact Details:
Balance: Wealth Planning Limited Recruitment Team
