Financial Adviser / Chartered Progression Pathway / £55k-£75k

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

About the Opportunity

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 now seeking an experienced Level 4-qualified Financial Adviser (DipPFS or equivalent) who wishes to progress to Chartered and build a long-term career in a stable, supportive, and client-focused environment.

This is a rare succession opportunity to inherit, nurture, and grow a portfolio of long-standing clients aged 55+, supported by a full in-house team and modern advice systems. You will work closely with our Managing Director as part of a structured handover.

What We Offer

• Established client bank to inherit and develop
• Full paraplanning, admin and compliance support
• Hybrid working with required presence in Sleaford
• Competitive salary £55k–£75k (DOE) + performance bonus
• Employer pension, group life and income protection
• Funded professional development toward Chartered

Who We’re Looking For

Essential

• Level 4 qualified (DipPFS or equivalent)
• Valid SPS
• UK client-facing adviser experience
• Strong pensions and investment planning knowledge
• Clear, confident communicator
• Comfortable using technology to enhance advice delivery

Desirable

• Public sector pension experience
• Cashflow modelling familiarity
• Interest in developing client education resources

About Money Minder

Money Minder is a long-established Chartered firm delivering retirement, pensions and investment planning to clients across the UK. We focus on clarity, education and long-term client relationships.

How to Apply

To apply, please send:

• Your CV, and
• A short cover note (no more than 150 words)

to: [e-mail]

Strictly no agencies.

• Please mention Financial Planning Today Jobs when applying for this role •