Financial Advisor / Wealth Planner:

Cherry Professional; West Midlands Combined Authority; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading financial planning firm is seeking a driven Wealth Planner / Financial Advisor ready to join a mission to revolutionise financial advice. Offering a competitive salary and support, you'll thrive in an environment focused on client relationships and high-quality advice, leveraging cutting-edge technology.

Qualifications

• Must hold CAS status.
• Experience in financial advice for investments and protection.
• Strong understanding of compliance and client outcomes.

Responsibilities

• Building lasting relationships and delivering tailored financial plans.
• Supporting clients with clear, jargon-free advice.
• Generating business through referrals and exceptional service.

Skills

Client Relationship Management

Financial Planning

Compliance Understanding

Education

Diploma Level 4

Progressing towards Level 6

Job description

Wealth Planner / Financial Advisor wanted.

Located in Bristol, Oxford, Birmingham, Ipswich or Southampton

Salary between £35,000 – £55,000 basic (depending on the amount of experience) + £35,000 OTE (uncapped) + benefits

Are you a confident and motivated Wealth Planner with CAS status, ready to take your career to the next level?

Would you thrive in an advice-led environment, where quality clients, cutting-edge tech, and admin support are built in from day one?

We’re working with an exciting and fast-growing financial planning firm on a mission to close the Advice Gap and revolutionise how people think about financial advice. If you’re driven to make a difference and want to be part of something bigger – this could be the opportunity you’ve been looking for.

What Makes This Role Different?

• No cold calling, no chasing – All your client leads come directly from a partnered estate planning law firm within the group, ensuring warm, qualified appointments and a consistently full diary.
• Existing client base – Step into a role with AUM already in place, plus protection policies requiring annual reviews.
• AI-powered paraplanning – Tech-driven tools mean quicker, more accurate reports, freeing you up to focus on building relationships and converting clients.
• Industry-leading CRM – A dynamic platform with two-way APIs, a client portal for pre-meeting fact finds, and built-in ATR tools.
• First-class admin support – From appointment booking to application submission, you’re supported every step of the way.

What You’ll Be Doing

• Building lasting client relationships through high-quality advice and annual reviews
• Delivering full fact finds and tailored financial plans across investments, pensions, and protection
• Generating new business through internal referrals and exceptional client service
• Supporting clients with clear, jargon-free advice that aligns with their goals and legacies
• Playing your part in the intergenerational advice journey – helping families plan now and for the future

What We’re Looking For

• CAS status (essential)
• Diploma Level 4 qualified as a minimum – ideally progressing towards Level 6
• Experience providing financial advice across pensions, investments, and protection
• A Statement of Professional Standing in place
• Strong understanding of compliance and delivering great client outcomes
• A team player who thrives in a high-support, high-challenge culture
• Willingness to travel locally to see clients in person when required

Ready to build a life-changing career, while helping others do the same?
Apply today to find out more – all applications will be handled in strict confidence.

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