Financial Planner (Director level with Equity)
Be among the first 25 applicants
Pay Range
£75,000 - £130,000 | Equity | 7% Matched Pension | PHI & PMI | 25 Days Holiday + BH (Option to Buy 5 More)
Why Join?
* Employee-Owned & Chartered – Work with a firm that puts its people first.
* Fixed Fees & Robust Investment Proposition – No conflicts, just quality advice.
* Tech-Driven & Efficient – Cutting-edge systems with a 2-week turnaround on reports.
* Unrivalled Support – Dedicated back-office & paraplanning, so you can focus on clients.
* Entrepreneurial Culture – Shape strategy and contribute to the firm’s growth at Director level.
The Role
* Grow & develop a book of HNW clients.
* Strategic Input – Work alongside the MD & Directors to drive business growth.
* Flexible Working – Office or home-based, you manage your diary.
Who We’re Looking For
* Chartered or working towards it.
* Experienced in advising HNW clients with a strategic, client-first approach.
* Growth-focused, with an entrepreneurial mindset.
If you're an ambitious Financial Planner looking for a long-term home in an innovative, high-performing firm, let’s talk!
Employment type
Full-time
Job function
Business Development, Finance, and Strategy/Planning
Industries
Financial Services, Investment Management, and Banking
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