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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, performance bonuses, pension contributions, and hybrid working options.
- Why this job: Progress towards Chartered status in a supportive, client-focused environment.
- Qualifications: Level 4 qualified with client-facing financial advice experience and strong planning expertise.
- Other info: Investors in People accredited employer focused on your professional development.
The predicted salary is between 55000 - 75000 £ 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.
About the Role
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 £55k‑£75k DOE + performance bonus
- 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
Essential:
- Level 4 qualified (DipPFS or equivalent)
- Valid SPS UK client‑facing financial advice experience
- Strong pensions and investment planning expertise
- Clear, confident communicator
- Comfortable using technology to enhance advice delivery
Desirable:
- Experience with public sector pension schemes
- Familiarity with cash‑flow modelling tools
- Interest in client education (written, video, workshop resources)
How to Apply
Please submit: Your CV, and A short cover note (150 words max) to: careers@money-minder.com Strictly no agencies.
Financial Adviser / Chartered Progression Pathway in Sleaford 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 Sleaford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at Money Minder.
✨Tip Number 2
Prepare for interviews by researching Money Minder's values and client approach. Tailor your responses to show how your experience aligns with their focus on long-term client relationships and support for advisers aiming for Chartered status.
✨Tip Number 3
Showcase your tech-savviness! Be ready to discuss how you've used technology to enhance your advice delivery in past roles. This will resonate well with Money Minder's emphasis on modern financial planning tools.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the Money Minder team.
We think you need these skills to ace Financial Adviser / Chartered Progression Pathway in Sleaford
Some tips for your application 🫡
Craft a Compelling CV: Your CV is your first impression, so make it count! Highlight your Level 4 qualifications and relevant experience clearly. Tailor it to showcase your strengths in pensions and investment planning, as well as your client-facing skills.
Nail the Cover Note: Keep your cover note concise and engaging—150 words max! Use this space to express your passion for financial advising and how you can contribute to our supportive environment. Remember, we want to see your personality shine through!
Showcase Your Communication Skills: As a Financial Adviser, clear communication is key. In both your CV and cover note, demonstrate your ability to convey complex information simply. This will show us that you're not just qualified, but also a great fit for our client-focused approach.
Apply Through Our Website: We encourage you to apply directly 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. Plus, it shows your enthusiasm for joining our team!
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 this will show your commitment to staying current and your ability to provide top-notch advice.
✨Showcase Your Communication Skills
As a Financial Adviser, clear communication is key. Practice explaining complex financial concepts in simple terms. You might even want to prepare a few examples of how you've successfully communicated with clients in the past, especially those aged 55+.
✨Demonstrate Your Tech Savvy
Since the role involves using technology to enhance advice delivery, be ready to discuss any relevant software or tools you’ve used. If you have experience with cash-flow modelling tools, make sure to highlight that, as it could set you apart from other candidates.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about their client-focused environment and the support they offer for progression towards Chartered status. This shows you're genuinely interested in the role and eager to grow within the company.
