At a Glance
- Tasks: Help clients with lifestyle financial planning using innovative technology.
- Company: Join Cadence, a forward-thinking financial firm with no legacy systems.
- Benefits: Enjoy a 4-day work week, competitive salary, bonuses, and full study support.
- Other info: Remote-first culture with monthly meet-ups and potential for shareholding.
- Why this job: Make a real difference in clients' lives while enjoying flexibility and growth.
- Qualifications: Experience in regulated advice and comfort with technology required.
The predicted salary is between 60000 - 95000 £ per year.
We are looking for Financial Planners to join Cadence. We built Cadence to be the firm we always wanted to work in. No legacy systems, no admin mountain, no pressure to push product. Just proper lifestyle financial planning, delivered fast, with technology doing the heavy lifting and people doing the thinking.
What that looks like day to day:
- A sensible client load, so you can do your best work for the people you look after.
- Full planning, including trusts and inheritance tax, with a technical team behind you.
- An in-house suitability engine that turns work around in hours, not weeks.
- A 4-day working week at full pay, with time you manage yourself.
- A quarterly bonus that rewards keeping clients happy, not chasing new business.
- A genuine intention to make our advisers shareholders over time.
We know the hardest part is the leap. So we pay a strong base while you build, help you with business development, and give you the runway to bring across the clients who want to follow once you are free to.
You will be working towards chartered, experienced in regulated advice, comfortable with technology, and ready to plan properly again.
We are remote-first across the UK, with shared offices in Leeds, London and Brighton, and we meet up at least once a month.
Salary: £60,000 to £95,000 depending on experience and grade, plus quarterly bonus, pension and full study support.
Financial Service Planner employer: Cadence Financial Planning Limited
At Cadence, we pride ourselves on being an exceptional employer that prioritises the well-being and professional growth of our Financial Service Planners. With a unique 4-day working week, a supportive remote-first culture, and a commitment to empowering our advisers through shareholding opportunities, we create an environment where you can thrive both personally and professionally. Our innovative approach to financial planning, backed by cutting-edge technology and a dedicated technical team, ensures that you can focus on delivering meaningful advice to clients without the burden of outdated systems.
Contact Details:
Cadence Financial Planning Limited Recruitment Team
