Hybrid Financial Planner – Holistic Advice & Growth

Energy Jobline ZR; Nottingham; Hybrid; GBP 65,000 - 80,000; Full time

Benefits offered by this job

Bonus scheme

Hybrid working

Pension

Life insurance

Online GP access

Generous holidays

Job summary

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.

Qualifications

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

Responsibilities

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

Skills

Financial planning

Client advisory

Relationship management

Education

CII/PFS qualification

Job description

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.