Junior Financial Planner – Holistic Wealth & Client Growth

Grove Talent Solutions; Grantham; On-site; GBP 40,000 - 60,000; Full time

Job summary

Grove Talent Solutions seeks a Junior Financial Planner to inherit and grow an existing client bank in the Newark/Grantham area. You will deliver holistic financial planning advice tailored to individual goals, supported by paraplanners and an administration team to focus on client relationships.

You will work with the Financial Planning Director to provide regulated advice across pensions, investments, protection, and IHT planning, while continuously developing your career within a reputable,

Qualifications

• Level 4 Diploma in Financial Planning (essential).
• Previous adviser experience within a financial planning or IFA environment.
• Excellent verbal and written communication skills.
• A genuine passion for building and maintaining long-term client relationships.
• A collaborative, ethical, and client-focused approach to financial planning.

Responsibilities

• Provide holistic financial planning and regulated advice across pensions, investments, protection, and inheritance tax (IHT) planning.
• Conduct detailed fact-finding meetings, cashflow modelling, and suitability assessments.
• Create and present tailored financial plans aligned with clients' objectives and risk profiles.
• Build and maintain long-term client relationships through regular reviews and proactive communication.
• Ensure all advice meets regulatory requirements and internal compliance standards.
• Work closely with paraplanners to produce accurate research and suitability reports.
• Stay up to date with legislative changes, market developments, and industry best practice.

Skills

Verbal communication

Written communication

Client relationship management

Ethical, client-focused approach

Education

Level 4 Diploma in Financial Planning

Job description

Grove Talent Solutions seeks a Junior Financial Planner to inherit and grow an existing client bank in the Newark/Grantham area. You will deliver holistic financial planning advice tailored to individual goals, supported by paraplanners and an administration team to focus on client relationships.

You will work with the Financial Planning Director to provide regulated advice across pensions, investments, protection, and IHT planning, while continuously developing your career within a reputable,