Financial Planner – Join a Modern, Client-First Firm | 1 day a week in the office
A new kind of financial planning business is growing fast — and they’re looking for an exceptional Chartered Financial Planner to join their ambitious team.
This is not your typical firm. Forget bureaucracy and stale office culture: this business runs on the energy of a start-up, with the professionalism and credibility of an established practice. Lean, tech-driven, and relentlessly client-first, it offers the independence to build your own client book with the backing of a high-performance team.
The team works mostly remotely, but when they come together, it’s at a beautiful co-working space in the Cotswolds — a refreshing alternative to the corporate grind.
Salary £50,000 - £60,000 + Bonus
Who They’re Looking For
- This role suits someone who thrives in a fast-paced, small-team environment and takes ownership of both client outcomes and business growth.
- Ability to take on new leads and onboard customers
You’ll need to be:
- Qualified Financial Planner.
- Experienced in client-facing financial planning, delivering high-quality advice.
- Capable of building and managing your own client book, with the discipline to work independently.
What’s on Offer
- Competitive salary + bonus + potential equity.
- Mostly remote working (4 days at home, 1 in-office).
- Unlimited holiday.
- A supportive, high-performance culture.
- Exposure to complex, high-value planning cases.
- A small, ambitious team where your work is visible, valued, and expected to be outstanding.