Financial Planner

Cadence Financial Planning Limited; United Kingdom; À distance; GBP 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

4-day week at full pay

Quarterly bonus

Equity potential over time

Study support to chartered

Résumé du poste

Cadence Financial Planning Limited is a technology-led lifestyle financial planning firm seeking an experienced adviser to lead a client portfolio. You are chartered or near it, with at least three years in regulated advice, and you are comfortable with technology that supports planning and client service.

You will receive a strong base from day one, a bespoke first-year plan, and support with business development while respecting current obligations.

Qualifications

• At least three years of regulated financial advice experience.
• Chartered status or close to it.
• Comfortable using technology to enhance planning and client service.

Responsabilités

• Manage a portfolio of clients as the main adviser.
• Deliver full lifestyle planning including trusts and inheritance tax.
• Collaborate with a technical team and utilise the client portal.
• Support business development while integrating with regulatory requirements.

Connaissances

Client relationship management

Financial planning

Tech-savvy

Formation

Chartered status or close to it

Outils

In-house suitability engine

Client portal

Description du poste

Cadence is a technology-led lifestyle financial planning firm, built from a blank sheet by experienced planners. No legacy systems, no admin mountain, no pressure to push product. Just proper financial planning for families, business owners and entrepreneurs, with technology doing the heavy lifting and people doing the thinking.

What the role looks like day to day

• A sensible client load, so you can do your best work for the people you look after
• Full lifestyle planning, including trusts and inheritance tax, with a technical team behind you
• An in-house suitability engine and client portal, built to take the admin out of advice
• A 4-day working week at full pay, with time you manage yourself
• A quarterly bonus, subject to client outcomes and compliance
• An intention to offer advisers equity over time
• Full study support to chartered

You are an established planner, the main adviser to a portfolio of clients, and you have built those relationships over years. You are chartered or close to it, you have at least three years in regulated advice, you are comfortable with technology, and you want to build a long-term career with a firm that plans properly.

Moving firm is a big decision, so we make it as easy as we can. You are paid a strong base from day one, with a bespoke first-year plan and support with business development while you settle in. We never ask anyone to do anything that would breach their current contract or obligations, and we are happy to work around notice periods.

Where and how

Remote-first across the UK, with shared offices in Leeds, London and Brighton. The team meets in person at least once a month.

Base salary: £65,000 to £95,000 depending on experience and grade, plus quarterly bonus.