Wealth Planner / Financial Advisor:

Cherry Professional; East Midlands; On-site; GBP 35,000 - 40,000; Full time

Job summary

A dynamic financial services firm in the UK is seeking a motivated Wealth Planner to build client relationships and offer financial advice specializing in pensions, investments, and protection. Candidates should have at least 2 years’ experience and a Diploma Level 4 qualification. The role provides a base salary of £35-40k plus bonuses and includes client leads, comprehensive support, and attractive benefits. Join a firm that is reshaping the financial advice landscape and empowering your career advancement.

Benefits

Company pension

23 days holiday

High support and challenge culture

Qualifications

• At least 2 years’ experience providing financial advice across investments, pensions, and protection.
• Up-to-date Statement of Professional Standing.

Responsibilities

• Drive new business to help close the Advice Gap.
• Build strong, long-lasting client relationships.
• Deliver comprehensive financial plans.
• Offer expert guidance across pensions, investments, and protection.
• Deliver high levels of client satisfaction.
• Leverage existing clients for referrals.

Skills

Financial advice

Client relationship building

Compliance and regulation understanding

Proactive mindset

Adaptability

Education

Diploma Level 4 qualification

Job description

Wealth Manager –Drive Your Career Forward in a Growth-Focused Firm
Are you a motivated and ambitiousWealth Planner/Financial Advisorlooking to build on your existing experience in an environment that truly supports your growth? This is a unique opportunity to join a company that will invest in your development, nurture your talent, and offer you real progression as you shape a meaningful and rewarding career infinancial advice.

Aboutour Client

They areon a mission to reshape the way people view and access financial advice.Theirpurpose? To help families stay financially secure across generations by offering clear, accessible, and genuinely helpful financial guidance—when it matters most.They’re bridging the Advice Gap with practical, client-first planning that works hand-in-hand with estate and legal strategies.

Not just watching the Great Wealth Transfer—they’re leading from the front. That’s whythey are looking for driven individuals, early in their career journey, ready to grow with a company that supports ambition and innovation.

What You’ll Get:

• Client Leads Provided:No cold calling here. All your leads come pre-qualified via a law firm specialising in wills and estate planning—keeping your diary full and your focus sharp.
• AI-Powered Paraplanning:Fast, accurate reports mean more time building relationships and less time writing them up.
• Cutting-Edge CRM:A fully integrated system that streamlines your client journey—from fact-finding to annual reviews.
• Full Admin Support:From booking appointments to submitting applications—they’ve got your back.
• Great Compensation:£35–40k base salary plus an uncapped bonus structure with a £35k OTE.
• Perks & Benefits:Company pension, 23 days holiday (plus increases with service), and a culture built on high support and high challenge.

What You’ll Do:

• Drive new business to help close the Advice Gap and expand access to quality advice.
• Build strong, long-lasting client relationships from day one.
• Deliver comprehensive financial plans that adapt with your clients’ needs.
• Offer expert guidance acrosspensions,investments, andprotection.
• Deliver high levels of client satisfaction through first-class service and annual reviews.
• Leverage existing clients for referrals and continued growth.

What You’ll Bring:

• At least 2 years’ experience givingfinancial adviceacrossinvestments,pensions, andprotection.
• Diploma Level 4 qualified with an up-to-date Statement of Professional Standing.
• A passion for performance and delivering great outcomes for clients.
• A solid grasp of compliance and regulation.
• A proactive mindset, positive energy, and adaptability in a fast-evolving environment.
• A willingness to travel to see clients where needed.

Ready to Step Up?
If you’re a high-energy, opportunity-drivenWealth Plannerwith the motivation to grow and the tools to deliver real value, we want to hear from you. Join a company that’s shaking up the industry and empowering you to thrive.

Apply today – your future clients are waiting.

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