Financial Planner – AI - Enabled, Client - Centric Advisory Firm (Hybrid/Remote)

A new era of financial planning—powered by AI, designed for client excellence.

This is not a traditional wealth management role.

This is a firm that uses AI as a strategic advantage—allowing you to spend the majority of your time where you add the most value: client interaction, relationship - building, and new client acquisition.

By integrating AI across the business, the firm delivers 2–4 high - quality warm leads each week, while automated back - office processes, AI - assisted research, and AI - powered paraplanning dramatically reduce admin time. The result? Planners get to operate at their best—spending more time advising and less time managing workflow.

The business operates on a transparent fixed - fee model, serves both wealth accumulators and retirees, and is built on values, integrity, and putting clients first.

You’re treated like a partner—not a cog in a corporate machine. The culture is flat, collaborative, and fast-moving, with a genuine commitment to supporting both adviser success and exceptional client outcomes.

Salary: Up to £60,000 base

OTE: £100,000 to £200,00 earn over 40% of your fees.

Long-term upside: Equity or growth share options available for high-impact contributors

What Makes This Role Different:

AI - Enabled Operations:

AI handles large parts of the back office: initial research, suitability report drafting, document preparation, and workflow management.

You focus on planning, relationships, and growth—not admin.

Freedom With Responsibility:

Work remotely and flexibly, in the way that best serves your clients.

Your ideas matter—new initiatives are actioned quickly, without bureaucratic delay.

Career Ownership & Long-Term Upside:

Shape your own proposition—whether that’s business-exit planning, NHS advice, or specialist niches.

Earn equity/growth shares based on your contribution to the firm’s success.

Responsibilities

• Deliver high - quality, holistic financial advice to both wealth builders and retirees.
• Build and nurture long-term client relationships grounded in transparency and trust.
• Convert the consistent stream of AI-generated leads into loyal, long-term clients.
• Use AI tools and streamlined tech systems to improve efficiency and client experience.
• Bring new ideas to drive firmwide growth—through partnerships, content, or specialist planning.
• Demonstrate and live out the firm’s values in all client and team interactions.

Requirements

• Level 4 Diploma in Financial Planning (minimum).
• Experience advising clients across the full advice spectrum.
• Strong interpersonal skills with a genuine passion for speaking to people.
• Comfortable in a flexible, remote-first environment.

Benefits

• Flexible/Remote Working: Operate from anywhere that suits you.
• Unlimited Holiday: As long as responsibilities are met.
• Guaranteed Lead Flow: 2–4 quality leads per week, consistently.
• Growth Budget: Funding for events, marketing, and specialist initiatives.
• Client Bank to Inherit: Immediate portfolio as the current planner is at capacity.
• Flat Structure: Work closely with senior leadership and influence firm direction.
• Equity/Growth Shares: For those who contribute significantly to growth and culture.