This is an opportunity for a Senior Financial Planner to join an award-winning, B Corp-certified firm that is dedicated to helping clients create extraordinary lives, not just accumulate wealth. The team is guided by the principle: "Would you advise your mum to do that?" Why Join This Team? What sets this firm apart: A Collaborative and Empowering Culture : The team is warm, welcoming, and fosters trust, pride, and ownership in every Financial Planner's work. Purpose-Driven Work : They take pride in helping clients achieve their dreams while making a meaningful impact on the world. Employee Ownership : As co-owners of the business, every team member has a voice and shares in the profits, creating a true sense of pride and involvement. Work-Life Balance : With flexible working arrangements, full home-office setups, and enhanced family support (including full paternity pay and enhanced maternity pay), employees are supported in balancing personal and professional commitments. About the Role The Senior Financial Planner will join a growing team, taking over some existing clients while also building a client base through business development and company-provided leads. The role includes comprehensive support from a team of advisers, paraplanners, administrators, and client relationship managers. The successful Senior Financial Planner will also contribute to the ongoing evolution of the firm’s advice and investment proposition. What’s in it for the Candidate? Competitive Salary : £56-93K per year, Plus: Annual profit share of 10%, increasing to 30% after 3 years. Generous Pension : 7% non-contributory pension scheme. Profit Sharing : All employees share in the firm’s success. Comprehensive Benefits : Death-in-service cover at 6x annual salary. Private medical insurance. Health club cashback. Full sick pay for up to 6 months. Time to Recharge : 25 days of holiday, increasing with service, plus statutory holidays. Ideal Candidate Profile Essential Qualifications: Level 6 CII Regulated Diploma in Financial Planning Strong understanding of regulations in financial advice. Based in Bristol with the ability to grow a network. Preferred Skills and Experience: At least 5 years of experience in financial advice. Excellent communication, organisational, and problem-solving abilities. A creative, proactive team player who thrives on collaboration. Alignment with the firm’s values of integrity, balance, and advising as one would for their mum. This is an exceptional chance for a Senior Financial Planner to make a meaningful impact—for clients, the community, and themselves. If you’re an experienced Senior Financial Planner ready to take the next step in your career, this opportunity is tailored for you Or if you are looking to move an existing client bank to a statble and progressive firm as a home for their clients.