Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: As a Financial Planner, build client relationships and create tailored financial strategies.
- Company: Join HC Wealth Management, an accredited firm focused on ethical advice and professional growth.
- Benefits: Enjoy flexible working, generous holiday, study support, and a supportive team environment.
- Why this job: Make a real impact with clients while enjoying a balanced work-life in a values-driven culture.
- Qualifications: 4+ years in financial planning, Level 6 qualification, and strong communication skills required.
- Other info: Applications open for 40 days; adjustments available for candidates as needed.
The predicted salary is between 28800 - 48000 £ per year.
Join us as a Financial Planner hybrid, supportive, and no need to chase sales. Enjoy the freedom to grow and give advice that matters.
Whether you’re:
- An experienced Paraplanner ready to advise
- A seasoned professional seeking a better work-life balance
- Or a newer Planner with qualifications and drive
We’ll meet you where you are. Our accredited CISI firm, HC Wealth Management can offer you a secure, supportive environment where your skills will thrive.
Why This Role?
- A flexible hybrid setup with face-to-face time when it counts (1-2 days per week in the office).
- A respected client bank ready for your expert guidance.
- A team of highly qualified and forward-thinking professionals to support your journey.
- A clear and stable path for both early-career Planners and experienced Advisers.
What You’ll Do:
- Cultivate strong, lasting relationships with a portfolio of engaged clients.
- Lead annual reviews and craft bespoke financial strategies tailored to individual goals.
- Turn complex information into clear, actionable plans that make a real difference.
- Apply your technical expertise and knowledge to help clients make informed decisions about their financial future with confidence.
- Undergo the necessary training and supervision to ensure you’re set up for success.
- Be accountable for delivering accurate, timely, and high-quality work whether that’s a financial plan, client review, or internal collaboration.
Who You Are:
You’re a thoughtful and principled professional who values trust, clarity, and long-term thinking. With a blend of technical skill and genuine care, you deliver ethical, forward-thinking advice. You’re ready to join a team where integrity, respect, and reliability guide everything and where client outcomes, not sales targets, are the priority.
We’re looking for someone who:
- Has at least 4 years experience in the financial planning sector, with a strong grasp of products, markets, and client needs.
- Brings 2+ years of hands-on experience with cash flow planning and holistic financial advice.
- Holds a current Level 6 qualification (CII or CISI) and is committed to continuous professional development.
- Communicates with clarity, warmth, and credibility building trust with clients and colleagues alike.
- Possesses a sharp analytical mind and can confidently turn complex information into meaningful advice.
- Is proficient with financial planning tools and cash flow modelling software, and comfortable using technology to enhance client outcomes.
- Has a strong compliance mindset, with a proven commitment to high ethical standards and professional integrity.
- May currently be working as a Level 6 Paraplanner ready to transition into an advisory role - we welcome and support that progression.
What We Offer:
- A supportive, collaborative environment where professional development and ethical advice go hand in hand.
- The opportunity to deepen your expertise across all areas of financial planning, with the freedom to grow at your own pace.
- A culture that embraces forward-thinking and values fresh, educated perspectives from every team member.
- The genuine satisfaction of helping clients achieve meaningful, long-term financial goals with advice that puts their best interests first.
- A refreshing alternative to large, sales-driven firms; we’re proudly independent and committed to preserving our core values of integrity, respect, educated approach, and reliability as we grow.
Benefits:
- Company Pension
- Income Protection
- Death in Service
- 25 days holiday plus bank holidays
- Study support (no cap)
- Flexible working
- Flexible appointments
- Enhanced Maternity Leave
- Membership of professional bodies
If you’re looking for a role where your expertise is valued and your values are shared, we’d love to hear from you. Apply today and let’s shape the future of financial planning together.
We’re partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found. Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted. To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.
Financial Planner (Level 6/7) employer: LinkedIn
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (Level 6/7)
✨Tip Number 1
Network with professionals in the financial planning sector. Attend industry events or webinars where you can meet potential colleagues and mentors. Building relationships can give you insights into the company culture at HC Wealth Management and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and tools in financial planning. Being knowledgeable about cash flow modelling software and other financial planning tools will not only boost your confidence but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your approach to client relationships during interviews. Since this role emphasises cultivating strong, lasting relationships, think of examples from your past experiences that showcase your ability to build trust and provide tailored advice.
✨Tip Number 4
Research HC Wealth Management's values and mission. Understanding their commitment to integrity and ethical advice will help you align your responses during interviews, showing that you share their vision and are a good fit for their team.
We think you need these skills to ace Financial Planner (Level 6/7)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is specifically tailored to the Financial Planner role. Highlight your relevant experience in financial planning, cash flow management, and client relationship building. Use keywords from the job description to demonstrate that you meet their criteria.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company's values and the importance of ethical advice. Share specific examples of how you've helped clients achieve their financial goals and how your skills align with the role's requirements.
Showcase Your Qualifications: Clearly list your Level 6 qualification and any other relevant certifications. Emphasise your commitment to continuous professional development, as this is important for the role and the company culture.
Demonstrate Your Communication Skills: In both your CV and cover letter, showcase your ability to communicate complex information clearly and effectively. This is crucial for building trust with clients and colleagues, which is a key aspect of the role.
How to prepare for a job interview at LinkedIn
✨Understand the Company Culture
Before your interview, take some time to research HC Wealth Management's values and culture. They prioritise integrity, respect, and ethical advice, so be prepared to discuss how your own values align with theirs.
✨Showcase Your Technical Skills
As a Financial Planner, you'll need to demonstrate your proficiency with financial planning tools and cash flow modelling software. Be ready to discuss specific examples of how you've used these tools in your previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to turn complex information into clear, actionable plans. Prepare scenarios where you've successfully advised clients or crafted bespoke financial strategies, highlighting your analytical skills.
✨Emphasise Relationship Building
Since cultivating strong client relationships is key in this role, be prepared to share examples of how you've built trust and rapport with clients in the past. Highlight your communication style and how it fosters long-term connections.
