Holistic Financial Planner — Hybrid Role with Training

Balance: Wealth Planning Limited; Nottingham; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Pension

Life insurance

Online GP access

Generous holidays

Hybrid working

Job summary

Balance: Wealth Planning Limited in Nottingham is seeking a full-time financial planner. The role offers hybrid working with remote Mondays and Fridays and in-office 2–3 days a week. Experience of 5 years' financial planning advice is desirable; Chartered Financial Planner preferred, or Diploma qualified and working towards it.

Salary is competitive with bonuses available. You will build holistic, goals-based financial plans and grow client relationships, collaborating with paraplanning to

Qualifications

• Chartered Financial Planner preferred, or Diploma qualified and working towards it.
• 5 years' financial planning experience desirable.
• Experience in an independent firm environment is a plus.

Responsibilities

• Holistic financial planning: Build and grow client relationships and deliver holistic, goals-based financial plans with cash-flow modelling.

Skills

Problem-solving mindset

Attention to detail

Growth mindset

Pioneering spirit

Collaboration / teamwork

Education

Chartered Financial Planner

Diploma qualified & working towards it

Job description

Balance: Wealth Planning Limited in Nottingham is seeking a full-time financial planner. The role offers hybrid working with remote Mondays and Fridays and in-office 2–3 days a week. Experience of 5 years' financial planning advice is desirable; Chartered Financial Planner preferred, or Diploma qualified and working towards it.

Salary is competitive with bonuses available. You will build holistic, goals-based financial plans and grow client relationships, collaborating with paraplanning to