Chartered Financial Planner - Hybrid: Growth & Impact

Balance: Wealth Planning Limited; Nottingham; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid working

Mentoring program

Competitive salary

Pension

Life insurance

Online GP access

Generous holidays

Job summary

Balance: Wealth Planning is seeking a senior financial planner to deliver holistic advice across pensions, investments, protection, trusts and estate planning to optimise client outcomes.

Hybrid working: remote Mon & Fri and 2–3 days in our West Bridgford office; Chartered Financial Planner preferred and 5 years’ advisory experience desirable.

We offer a competitive salary, potential bonuses, comprehensive training and development, pension, life insurance, online GP access, and generous holidays.

Qualifications

• Five years’ financial planning experience desirable.
• Chartered Financial Planner preferred.
• Ability to manage a varied caseload and document thoroughly.

Responsibilities

• Holistic financial planning: build and grow client relationships across pensions, investments, protection, trusts and estate planning.
• Present financial plans and suitability reports with robust client documentation and clear recommendations.
• Continued learning and development across pensions, investments, tax and estate planning.
• Collaborate with paraplanners and Administrators to improve team processes.

Skills

Problem solving

Pioneering spirit

Growth mindset

Attention to detail

Education

Chartered Financial Planner (CII/PFS)

Job description

Balance: Wealth Planning is seeking a senior financial planner to deliver holistic advice across pensions, investments, protection, trusts and estate planning to optimise client outcomes.

Hybrid working: remote Mon & Fri and 2–3 days in our West Bridgford office; Chartered Financial Planner preferred and 5 years’ advisory experience desirable.

We offer a competitive salary, potential bonuses, comprehensive training and development, pension, life insurance, online GP access, and generous holidays.