Chartered Financial Planner / Wealth Manager

JR United Kingdom; Lincoln; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Chartered Financial Planning Firm in Lincoln seeks a Chartered Financial Planner to join its succession plan. This role offers the chance to inherit a significant client portfolio and deliver high-quality financial advice while benefiting from direct mentorship and a supportive environment. Ideal candidates will demonstrate strong client relationship skills and ethical standards.

Benefits

Employer pension contributions

Death in service benefits

Group income protection

Direct mentoring from the Founder

Full support infrastructure

Qualifications

• Chartered Financial Planner status or very close to achieving.
• Experience in pensions, investments, and retirement planning.
• Good knowledge of Public Sector Pension Schemes.

Responsibilities

• Deliver exceptional retirement and financial planning advice.
• Manage a portfolio of long-standing clients.
• Contribute to the firm's growth and evolution.

Skills

Client relationship management

Financial planning advice

Emotional intelligence

Education

Chartered Financial Planner status

Tools

AI tools for advice delivery

Educational platforms

Job description

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Chartered Financial Planner / Wealth Manager, lincoln

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Client:

Money Minder

Location:

lincoln, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

Job Title:

Chartered Financial Planner / Wealth Manager

Location:

Sleaford, Lincolnshire (Initially office-based, hybrid option after full induction)

About the Role

Money Minder Financial Services (UK) Ltd is an independently owned Chartered Financial Planning Firm and Investors in People accredited business with over 26 years of trusted client relationships. We are seeking a highly capable Chartered Financial Planner (or near-Chartered) to join us as part of a carefully structured succession plan.

This is a rare opportunity to inherit, nurture and develop a significant portfolio of long-standing clients, many of whom have entrusted their lifetime savings to Money Minder over many years.

You will deliver exceptional retirement, pension, investment, and financial planning advice while contributing to the ongoing growth and evolution of our highly trusted and innovative business.

Why Join Money Minder?

• Succession opportunity with a substantial client bank to inherit and build upon.
• Independently owned — not part of any consolidator group
• Fully established word-of-mouth referral network and retirement planning workshop leads
• Full paraplanning, administration, compliance, educational tools and AI-powered support systems
• In-house AI technology supports advice delivery, reviews, compliance and suitability checking
• Direct mentoring from our Founder & Managing Director, Ray Black MSc FPFS
• Protected client-first culture prioritising long-term relationships
• Clear leadership and personal development pathway

What We’re Looking For

• Chartered Financial Planner status (or very close to achieving within 12-24 months)
• Significant client relationship management experience across pensions, investments, retirement planning, IHT & Estate Planning, and cashflow modelling
• High ethical standards, strong emotional intelligence, and outstanding client rapport
• Commercially aware with proven ability to retain and develop client relationships (not transactional sales-focused)
• Open to hybrid Human/AI advice delivery supported by online educational content
• Committed to long-term career growth within a stable, values-led firm
• Good knowledge of Public Sector Pension Schemes
• Experience creating client education content (written, video, seminar or webinar)
• Highly competitive basic salary (guideline: £60,000 – £80,000 for the ideal candidate)
• Annual bonus / salary growth linked to business performance and funds under management growth
• Employer pension contributions, death in service benefits, group income protection
• Full support infrastructure — paraplanning, administration, compliance, AI tools and educational platforms
• Direct mentoring and long-term succession leadership development

The Standard

This is a highly selective and important appointment, reflecting the trust our clients place in Money Minder and the significance of this succession pathway. We are seeking a values-led adviser who combines technical excellence, emotional intelligence, and a long-term commitment to both our clients and the future direction of the firm. For the right candidate, this represents a rare opportunity to inherit an exceptional client base, contribute to the ongoing evolution of Money Minder, and build a highly rewarding long-term career.

How to Apply

To apply, please submit:

• Your CV
• A short covering letter explaining why you believe you are the ideal candidate for this role and how your experience aligns with Money Minder’s client-first succession opportunity.

Initial applications will be reviewed by Directors. Shortlisted candidates will complete additional values and competency screening prior to interview.