Financial Planner in Nottingham

Energy Jobline ZR; Nottingham; Hybrid; GBP 65.000 - 80.000; Vollzeit

Benefits dieser Stelle

Bonus scheme

Hybrid working

Pension

Life insurance

Online GP access

Generous holidays

Zusammenfassung

Energy Jobline ZR is seeking a Financial Planner in the Nottingham area on a hybrid basis. The role targets professionals with five years’ advice experience in an independent firm, or close to that status, with a flexible full- or part-time arrangement.

Salary ranges from £65,000 to £80,000, with a bonus scheme on top of ongoing salary. The firm offers strong paraplanning support, comprehensive training, and generous holidays in a balanced, growth-oriented culture.

Qualifikationen

• Five years' advice experience or close to that status.
• Holistic, goals-based financial planning approach.
• Support from paraplanners and admin team.

Aufgaben

• Manage a client portfolio with around 50 households.
• Provide holistic financial planning and independent advice.
• Balance client work with administration and professional development.

Kenntnisse

Financial planning

Client advisory

Relationship management

Ausbildung

CII/PFS qualification

Jobbeschreibung

Job DescriptionOur client is an award winning and very well-respected financial planning firm with offices in Nottingham. They have been named one of Professional Adviser’s Best Financial Advisers to Work For five years running (2022-2026), and are regularly judged a Top 100 Financial Planning firm. They are recruiting for a Financial Planner (CII/PFS) or equivalent on a hybrid basis, ideally with at least five years’ advice experience in an independent firm. However, we will consider applications for candidates close to that status. It’s ideally a full‑time position but we’ll happily consider part time.

Salary range expected to be £65,000 - £80,000. There is have a bonus scheme on top of this which boosts ongoing salary rather than one-off payments.

What makes the role appealing:

• Real support. Full backing from experienced paraplanners and an excellent administration team, so you can spend your time with clients rather than on paperwork.
• Proper financial planning. Goals-based, holistic, independent advice - with the time to do it well.
• Development paid for. All professional qualifications, courses, exams and CPD costs covered, plus comprehensive training and mentoring.
• Flexibility that works. Hybrid working: remote Mondays and Fridays, with 2-3 days in the office, and a true focus on work-life balance.
• Solid benefits. Competitive salary, pension, life insurance, online GP access and generous holidays with the option to buy more.
• A culture built on growth, kindness and collaboration. Fresh ideas, better processes and new technology are welcomed here, not resisted.
• Client portfolio. This role comes with a client portfolio of around 50 households so you’re ready to go from day 1 and build it up from there.