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- Tasks: Inherit and develop a portfolio of long-standing clients while providing expert financial advice.
- Company: Join a trusted, FCA-regulated Chartered Financial Planning firm with 26 years of experience.
- Benefits: Competitive salary, bonuses, pension contributions, and hybrid working options.
- Other info: Enjoy a stable, values-led workplace with a focus on long-term client relationships.
- Why this job: Progress towards Chartered status in a supportive, client-focused environment.
- Qualifications: Level 4 qualified (DipPFS or equivalent) with strong pensions and investment planning expertise.
The predicted salary is between 36000 - 60000 £ per year.
Money Minder Financial Services (UK) Ltd is an independently owned, FCA-regulated Chartered Financial Planning firm with over 26 years of trusted client relationships. We are seeking an experienced Level 4-qualified Financial Adviser (DipPFS or equivalent) who is ready to progress toward Chartered status and build a long-term career within a supportive, client-focused environment. This is a rare succession opportunity to inherit and develop an established portfolio of long-standing clients aged 55+, supported by full in-house paraplanning, admin and compliance teams.
What We Offer
- Established client bank to inherit and develop
- Full paraplanning, admin and compliance support
- Competitive salary + bonus DOE
- Employer pension contributions, group life and income protection
- Hybrid working with presence in Sleaford (relocation support available)
- Investors in People accredited employer with strong focus on development
- Funded progression toward Chartered status
- Stable, values-led environment focused on long-term client relationships
What We’re Looking For
- Level 4 qualified (DipPFS or equivalent)
- Valid SPS
- Strong pensions and investment planning expertise
- Comfortable using technology to enhance advice delivery
- Experience with public sector pension schemes
- Familiarity with cashflow modelling tools
How to Apply
Please submit your CV to: careers@money-minder.com. Strictly no agencies.
Financial Adviser / Chartered Progression Pathway in Lincolnshire employer: Money Minder
Contact Detail:
Money Minder Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser / Chartered Progression Pathway in Lincolnshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about opportunities at Money Minder. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions and investment planning. We want to see your expertise shine, so be ready to discuss how you can enhance client relationships with your skills.
✨Tip Number 3
Show us your tech-savvy side! Familiarise yourself with cashflow modelling tools and other tech that can help deliver advice. Highlighting this during your discussions will set you apart from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Adviser / Chartered Progression Pathway in Lincolnshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your Level 4 qualification and any relevant expertise in pensions and investment planning to catch our eye!
Showcase Your Experience: Don’t just list your previous roles; tell us about your achievements! Share specific examples of how you've supported clients, especially those aged 55+, and how you’ve used technology to enhance your advice delivery.
Be Authentic: We love seeing your personality shine through! Write a cover letter that gives us a glimpse of who you are and why you’re passionate about becoming a Chartered Financial Adviser with us.
Apply Through Our Website: While you can send your CV to careers@money-minder.com, we encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Money Minder
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions and investment planning. Familiarise yourself with the latest trends and tools in the industry, as well as any specific cashflow modelling tools mentioned in the job description.
✨Showcase Your Experience
Prepare to discuss your previous experience with client portfolios, particularly those aged 55+. Be ready to share examples of how you've built long-term relationships and provided tailored advice that meets clients' needs.
✨Emphasise Teamwork
Since the role offers full paraplanning, admin, and compliance support, highlight your ability to work collaboratively with these teams. Share instances where you've successfully partnered with others to enhance client service delivery.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client relationships and their support for progression towards Chartered status. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.