Financial Planner - All Leads Provided

JR United Kingdom; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An innovative startup in the financial advice sector is seeking forward-thinking Financial Planners to join their dynamic team. This role focuses on building client relationships and providing tailored financial advice without the burden of administrative tasks. As part of a diverse and open-minded team, you will have the opportunity to contribute to the company's growth while helping clients achieve their financial goals. With a commitment to leveraging technology for better service delivery, this position offers a unique chance to redefine the client experience in financial advice. If you're ready to make a meaningful impact, this role is for you.

Benefits

Bonus

Pension

Private Medical

Income Protection

Death in Service

Electric Vehicle Leasing

Cycle-to-Work Scheme

Flexible Hours

Qualifications

• Minimum Level 4 Diploma in Financial Advice required.
• 2+ years of experience advising clients.

Responsibilities

• Build a client portfolio through embedded lead generation channels.
• Provide holistic financial advice tailored to clients' unique needs.

Skills

Regulated Financial Advice

Client Relationship Management

Financial Planning

Education

Level 4 Diploma in Financial Advice

Chartered Status (preferred)

Job description

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Financial Planner - All Leads Provided, London (City of London)

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Client:

Jenson Fisher

Location:

London (City of London), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

My client is a fast-growing startup aiming to transform the landscape of financial advice in the UK. They believe that a human adviser should be central to every client relationship, but by leveraging technology, they empower advisers to deliver higher service levels and reduce administrative burdens.

They aspire to create a game-changing advice industry that offers better outcomes at lower costs to more people. Through customer-centric advisers supported by innovative technology, they enable clients to make smarter financial decisions and live their dream lives.

About the role:

This company wants to innovate. They have eliminated lengthy, paper-based suitability reports and use technology to provide comprehensive, digital holistic advice.

They are recruiting forward-thinking Financial Planners who are frustrated with the status quo and seek better client outcomes. They want FPs to focus on client interactions rather than admin or report writing.

This is an exciting opportunity for self-starters aiming to leave traditional wealth management firms and build their own client base. You will contribute significantly to the company's growth, helping individuals optimise their finances and revolutionise financial advice experiences.

What you’ll be doing:

• Building your client portfolio through embedded lead generation channels.
• Providing holistic financial advice tailored to clients' unique needs, guiding them to achieve their life goals.
• Delivering exceptional client service to develop multi-generational relationships with both mass affluent and high-net-worth clients.

Requirements:

• Qualified to give regulated financial advice in the UK (minimum Level 4 Diploma in Financial Advice from recognized bodies like CII, CISI). Chartered status or willingness to pursue it is preferred. You should have approximately 2+ years of experience advising clients.
• Aligned with a firm that has genuine purpose and a strong moral code.
• Competitive salary plus benefits (bonus, pension, private medical, income protection, death in service).
• Potential future equity in the company.
• Funding for additional learning and exams.
• Electric vehicle leasing via salary sacrifice or cycle-to-work scheme.
• Flexible hours and hybrid remote working (typically 2-3 days in the office).
• Part of an open, diverse, multinational team.