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