Chartered Financial Planner - Inherit Client Bank (Hybrid)

Money Minder Financal Services (UK) Limited; Sleaford; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

A Chartered Financial Planning firm in Sleaford seeks an experienced Level 4-qualified Financial Adviser to inherit and nurture a portfolio of clients. This role offers a competitive salary of £55k–£75k plus bonuses in a supportive environment. The ideal candidate will have strong client-facing experience and a desire to progress to Chartered status. Apply with your CV and a short cover note to [e-mail].

Benefits

Competitive salary

Employer pension

Funded professional development

Qualifications

• Must have a valid SPS.
• Experience in public sector pension is desirable.
• Familiarity with cashflow modelling is a plus.

Responsibilities

• Inherit and grow a portfolio of long-standing clients aged 55+.
• Work closely with the Managing Director during a structured handover.
• Utilize full paraplanning, admin, and compliance support.

Skills

UK client-facing adviser experience

Strong pensions and investment planning knowledge

Clear, confident communicator

Comfortable using technology to enhance advice delivery

Education

Level 4 qualification (DipPFS or equivalent)

Job description

A Chartered Financial Planning firm in Sleaford seeks an experienced Level 4-qualified Financial Adviser to inherit and nurture a portfolio of clients. This role offers a competitive salary of £55k–£75k plus bonuses in a supportive environment. The ideal candidate will have strong client-facing experience and a desire to progress to Chartered status. Apply with your CV and a short cover note to [e-mail].