Financial Planner

Ellis James Partners Ltd; United Kingdom; Hybrid; GBP 60,000 - 70,000; Full time

Job summary

A leading wealth management firm in the United Kingdom seeks an experienced Financial Planner for a client-facing role that offers flexibility. You will benefit from a competitive salary of £60,000-£70,000, plus bonuses and generous benefits like an 8% pension contribution and private medical insurance. Ideal candidates will have 3+ years of experience and a Level 4 qualification in financial planning, with a focus on building professional relationships without the pressure of validation.

Benefits

Competitive salary

Annual bonus

8% employer pension contribution

Private medical insurance

Structured support for professional development

Qualifications

• 3+ years working as a Financial Planner.
• Chartered status preferred, support available for those still qualifying.
• Experience delivering advice across pensions, investments, protection, and tax.

Responsibilities

• Manage client portfolio and provide quality financial advice.
• Generate new client opportunities and build networks.
• Commit to ethical practices and strong customer service.

Skills

Financial planning

Client relationship building

Holistic financial advice

Ethical commitment

Education

Level 4 qualification in Regulated Financial Planning

Job description

Financial Planner - Flexible, Employed Role

Meriden (Hybrid) £60,000-£70,000 + Bonus + Benefits

No validation. No pressure. Just great planning.

We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity.

This is a client-facing role with flexibility built in - a couple of days in the Meriden office, with the rest spent working remotely or visiting clients. You'll be supported with structured development, generous benefits, and a culture that values ethics, autonomy, and long-term relationships.

Why this role stands out

• No validation targets - just a commitment to quality advice and strong performance.
• Some clients provided, but you'll also have the freedom to build your own network.
• Chartered status preferred, but support is available if you're still working toward it.

What they're looking for

• 3+ years working as a Financial Planner.
• Level 4 qualified (Diploma in Regulated Financial Planning) - Chartered or happy to work toward.
• Proven experience delivering holistic financial advice across pensions, investments, protection, and tax planning.
• Confidence in generating new client opportunities and building professional relationships.
• A strong ethical compass and commitment to delivering good customer outcomes.

What's on offer

• Competitive salary with annual bonus (behaviour-linked).
• 8% employer pension contribution.
• Private medical insurance, income protection, and death-in-service cover.
• Structured support for ongoing professional development.
• Hybrid working with flexibility to suit your lifestyle.

If you're ready to join a firm that values integrity, autonomy, and long-term client relationships, and want to do it without the pressure of validation, we'd love to hear from you.

Applicants up to 1 hour commute will be considered - areas include Leicestershire, Oxfordshire, and Birmingham