Financial Advisor / Wealth Planner:

Cherry Professional; East Midlands; On-site; GBP 35,000 - 40,000; Full time

Job summary

An innovative firm is seeking a motivated Wealth Planner to join their mission of reshaping financial advice. This role offers a unique opportunity to work with pre-qualified leads, supported by AI-powered paraplanning and a cutting-edge CRM system. You'll build strong client relationships, deliver tailored financial plans, and contribute to bridging the Advice Gap. With a competitive salary and uncapped bonuses, this is a chance to thrive in a supportive environment that values your growth and ambition. If you're ready to step up and make a difference in the financial landscape, this opportunity is perfect for you.

Benefits

Company Pension

23 Days Holiday

Full Admin Support

Uncapped Bonus Structure

Qualifications

• Minimum 2 years of experience in financial advice across investments and pensions.
• Diploma Level 4 qualified with an up-to-date Statement of Professional Standing.

Responsibilities

• Drive new business to close the Advice Gap and expand access to quality advice.
• Deliver comprehensive financial plans adapting to clients' needs.

Skills

Financial Advice

Client Relationship Management

Compliance Understanding

Adaptability

Performance Orientation

Education

Diploma Level 4

Tools

CRM Software

AI-Powered Paraplanning Tools

Job description

Wealth Manager – Drive Your Career Forward in a Growth-Focused Firm
Are you a motivated and ambitious Wealth Planner/Financial Advisor looking to build on your existing experience in an environment that truly supports your growth? This is a unique opportunity to join a company that will invest in your development, nurture your talent, and offer you real progression as you shape a meaningful and rewarding career in financial advice.

About Our Client:
They are on a mission to reshape the way people view and access financial advice. Their purpose? To help families stay financially secure across generations by offering clear, accessible, and genuinely helpful financial guidance—when it matters most. They’re bridging the Advice Gap with practical, client-first planning that works hand-in-hand with estate and legal strategies.

Not just watching the Great Wealth Transfer—they’re leading from the front. That’s why they are looking for driven individuals, early in their career journey, ready to grow with a company that supports ambition and innovation.

What You’ll Get:

• Client Leads Provided: No cold calling here. All your leads come pre-qualified via a law firm specialising in wills and estate planning—keeping your diary full and your focus sharp.
• AI-Powered Paraplanning: Fast, accurate reports mean more time building relationships and less time writing them up.
• Cutting-Edge CRM: A fully integrated system that streamlines your client journey—from fact-finding to annual reviews.
• Full Admin Support: From booking appointments to submitting applications—they’ve got your back.
• Great Compensation: £35–40k base salary plus an uncapped bonus structure with a £35k OTE.
• Perks & Benefits: Company pension, 23 days holiday (plus increases with service), and a culture built on high support and high challenge.

What You’ll Do:

• Drive new business to help close the Advice Gap and expand access to quality advice.
• Build strong, long-lasting client relationships from day one.
• Deliver comprehensive financial plans that adapt with your clients’ needs.
• Offer expert guidance across pensions, investments, and protection.
• Deliver high levels of client satisfaction through first-class service and annual reviews.
• Leverage existing clients for referrals and continued growth.

What You’ll Bring:

• At least 2 years’ experience giving financial advice across investments, pensions, and protection.
• Diploma Level 4 qualified with an up-to-date Statement of Professional Standing.
• A passion for performance and delivering great outcomes for clients.
• A solid grasp of compliance and regulation.
• A proactive mindset, positive energy, and adaptability in a fast-evolving environment.
• A willingness to travel to see clients where needed.

Ready to Step Up?
If you’re a high-energy, opportunity-driven Wealth Planner with the motivation to grow and the tools to deliver real value, we want to hear from you. Join a company that’s shaking up the industry and empowering you to thrive.

Apply today – your future clients are waiting.