Financial Planner (Level 6/7)

ZipRecruiter; Bagshot; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading firm in financial planning is seeking a Financial Planner to join their hybrid team. This role offers a supportive environment that prioritizes client needs over sales, allowing professionals to develop and provide crucial financial strategies. Candidates with a strong background in client management and financial advice are encouraged to apply, as your expertise will help clients achieve their long-term financial goals.

Benefits

Company Pension

Income Protection

Death in Service

25 days holiday plus bank holidays

Study support (no cap)

Flexible working

Enhanced Maternity Leave

Membership of professional bodies

Qualifications

• 4+ years of experience in financial planning.
• 2+ years of experience in cash flow planning.
• Current Level 6 qualification and commitment to CPD.

Responsibilities

• Cultivate strong client relationships.
• Lead annual reviews and craft financial strategies.
• Provide clear, actionable financial advice.

Skills

Client Relationship Management

Financial Planning

Analytical Skills

Communication

Education

Level 6 qualification (CII or CISI)

Tools

Financial Planning Tools

Cash Flow Modelling Software

Job description

Job Description

Financial Planner (Level 6/7)

Join us as a Financial Planner hybrid, supportive, and no need to chase sales. Enjoy the freedom to grow and give advice that matters.

Whether you're:

• An experienced Paraplanner ready to advise
• A seasoned professional seeking a better work-life balance
• Or a newer Planner with qualifications and drive

we'll meet you where you are. Our accredited CISI firm, HC Wealth Management can offer you a secure, supportive environment where your skills will thrive.

Why This Role?

• A flexible hybrid setup with face-to-face time when it counts (1-2 days per week in the office).
• A respected client bank ready for your expert guidance.
• A team of highly qualified and forward-thinking professionals to support your journey.
• A clear and stable path for both early-career Planners and experienced Advisers.

What You'll Do:

As a Financial Planner, you'll:

• Cultivate strong, lasting relationships with a portfolio of engaged clients.
• Lead annual reviews and craft bespoke financial strategies tailored to individual goals.
• Turn complex information into clear, actionable plans that make a real difference.
• Apply your technical expertise and knowledge to help clients make informed decisions about their financial future with confidence.
• Undergo the necessary training and supervision to ensure youre set up for success.
• Be accountable for delivering accurate, timely, and high-quality work whether thats a financial plan, client review, or internal collaboration.

Who You Are:

You're a thoughtful and principled professional who values trust, clarity, and long-term thinking. With a blend of technical skill and genuine care, you deliver ethical, forward-thinking advice. You're ready to join a team where integrity, respect, and reliability guide everything and where client outcomes, not sales targets, are the priority.

Were looking for someone who:

• Has at least 4 years experience in the financial planning sector, with a strong grasp of products, markets, and client needs.
• Brings 2+ years of hands-on experience with cash flow planning and holistic financial advice.
• Holds a current Level 6 qualification (CII or CISI) and is committed to continuous professional development.
• Communicates with clarity, warmth, and credibility building trust with clients and colleagues alike.
• Possesses a sharp analytical mind and can confidently turn complex information into meaningful advice.
• Is proficient with financial planning tools and cash flow modelling software, and comfortable using technology to enhance client outcomes.
• Has a strong compliance mindset, with a proven commitment to high ethical standards and professional integrity.
• May currently be working as a Level 6 Paraplanner ready to transition into an advisory role - we welcome and support that progression.

What We Offer:

At HC Wealth Management, you will find:

• A supportive, collaborative environment where professional development and ethical advice go hand in hand.
• The opportunity to deepen your expertise across all areas of financial planning, with the freedom to grow at your own pace.
• A culture that embraces forward-thinking and values fresh, educated perspectives from every team member.
• The genuine satisfaction of helping clients achieve meaningful, long-term financial goals with advice that puts their best interests first.
• A refreshing alternative to large, sales-driven firms were proudly independent and committed to preserving our core values of integrity, respect, educated approach, and reliability as we grow.

Benefits:

• Company Pension, Income Protection, Death in Service, 25 days holiday plus bank holidays, study support (no cap), flexible working, flexible appointments, Enhanced Maternity Leave, and membership of professional bodies.

If you're looking for a role where your expertise is valued and your values are shared, wed love to hear from you apply today and let's shape the future of financial planning together.

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.