Wealth Planner:

Cherry Professional; East Midlands; On-site; GBP 60,000 - 95,000; Full time

Job summary

An established industry player is seeking a driven Wealth Planner to join their rapidly growing team. This role offers a unique opportunity to deliver personalized financial advice while benefiting from a full client diary and comprehensive admin support. With no need to self-source leads, you can focus on what truly matters—building relationships and achieving exceptional client outcomes. Enjoy a competitive base salary with uncapped earnings potential, access to market-leading technology, and a supportive environment that fosters growth and success. If you're ready to make a significant impact in the world of financial planning, this is your chance to shine.

Benefits

Company Pension Scheme

23 Days Holiday (Rising with Service)

Full Admin Support

Pre-Qualified Leads

Market-Leading Tech

Uncapped Earnings

Qualifications

• 7+ years of experience in holistic financial advice with strong client outcomes.
• Level 4 Diploma qualified, ideally working towards Level 6.

Responsibilities

• Deliver personalized financial advice across investments, pensions, and protection.
• Run engaging meetings and provide clear financial plans for clients.

Skills

Holistic Financial Advice

Client Relationship Management

Goal-Oriented Financial Planning

Compliance and Integrity

Adaptability

Education

Level 4 Diploma in Financial Advice

Level 6 Qualification (in progress or achieved)

Tools

AI-enhanced Paraplanning Tools

CRM System

Job description

Wealth Planner – Derby
£60k+ Basic | OTE £95k+ | Full Client Diary | Career-Defining Opportunity

Are you an ambitious, client-focused Wealth Planner/Financial Advisor ready to take your career to the next level? Would you thrive in an environment where your diary is full, your admin is handled, and your earnings are uncapped? If so, this could be the opportunity you’ve been waiting for.

Who We Are Recruiting For:
Our Client is a values-driven financial planning business on a mission to redefine the way people think about financial advice. They’re not just about numbers — they’re about people, families, and legacies. The goal is to bridge the Advice Gap, making holistic, intergenerational financial advice accessible and affordable to everyone.
By combining expert financial planning with estate and inheritance strategies, they help families stay financially secure and connected—now and into the future.

The Opportunity
They are growing fast and looking for a driven, performance-oriented Wealth Planner/Financial Advisor to join their team. You’ll step into a high-support, high-challenge role with a built-in client base and zero requirement to self-source leads. If you’re ready to make a big impact and be rewarded for your results, this is your chance.

What You’ll Get:

• Pre-Qualified Leads: All leads provided from a trusted legal partner specialising in wills and estate planning. No cold calling—just warm, relevant prospects.
• Existing Client Base: Ongoing annual reviews with current clients and AUM in place.
• Market-Leading Tech: AI-enhanced paraplanning for faster, more accurate reports and a powerful CRM system with client portals and API integrations.
• Full Admin Support: From booking appointments to submitting applications—freeing you up to focus on relationships and results.
• Uncapped Earnings: £60k+ base salary with OTE of £95k+ (and no cap on bonuses).
• Benefits: Company pension scheme, 23 days holiday (rising with service), and full business support.

Your Role:

• Deliver personalised, goal-oriented financial advice across investments, pensions, and protection.
• Run efficient and engaging fact-find meetings and discovery calls.
• Provide clients with clear, comprehensive financial plans that evolve with their needs.
• Ensure ongoing support through annual reviews and regular contact.
• Uphold the highest standards of integrity, compliance, and service.
• Grow your client base through referrals and exceptional service delivery.

What We’re Looking For:

• Minimum 7 years of experience in holistic financial advice.
• Level 4 Diploma qualified (ideally working towards or achieved Level 6).
• CAS status and current Statement of Professional Standing.
• Based in or near Derby and willing to travel to local clients.
• High-performance mindset with a track record of strong client outcomes.
• Positive, adaptable, and growth-oriented outlook.

If you’re ready to be part of something meaningful—where your expertise changes lives, your diary is always full, and your future is just as well planned as your clients’—we want to hear from you.

Apply today and start building a legacy, not just a career.