Why this role?
The business is growing and we need another technically strong, client-first planner to help us deliver exceptional advice. You will work directly with our Managing Director, own the full advice process and have a clear path to become Lead Financial Planner. If you enjoy autonomy, flexibility and high professional standards, click Apply and let's talk.
About Us:
- Boutique, CISI-Chartered financial-planning firm
- £65 million assets under management, 60+ client families nationwide
- Tech-enabled approach via our proprietary internal portal
- Culture built on integrity, collaboration and long-term thinking
What you will do
- Prepare, attend and follow up on client meetings with the MD
- Build net-worth statements, cash-flow models and holistic financial plans
- Identify planning opportunities, perform calculations and craft recommendations
- Research products and investments, documenting due diligence and suitability
- Co-write compliant advice reports with our paraplanner
- Own file accuracy and compliance; coordinate smooth implementation
- Support onboarding, annual review prep and ongoing client relationships
What you bring
- Location: Based in the United Kingdom
- Experience: 3-10 years paraplanning with full case-management responsibility
- Relationships: experienced in dealing directly with clients, striving for excellence always
- Qualifications: Level 4 Diploma (or near completion) and ambition for CFP status
- Remote discipline: Proven self-management and deadline delivery from home
- Skills: Highly organised, analytical, clear communicator, detail-focused, proactive
Our values
Say It Straight • Raise the Bar • Keep Our Word • Time Is Precious • In It Together • Think Long Term
Benefits
- Salary £40k-£50k (DOE) plus profit-share after six months
- 5 % matched employer pension
- 20 - 25 days annual leave (plus bank holidays, Christmas closure and birthday day off)
- Group life insurance and health cash plan after probation
- Fully funded professional development and exams
- Quarterly in-person team days in Kingston or at industry events
Ready to join us?Hit the Apply button on LinkedIn to share your CV
