Financial Planner – Values-Led, Fixed-Fee Advisory Firm (Hybrid/Remote)
This is not your traditional wealth management firm.
Built to challenge an industry too often driven by profit, this firm puts clients first—always. Operating with a fixed-fee model, it’s designed to serve both ambitious wealth builders and retirees alike, combining high-quality financial advice with transparent pricing.
Planners here are treated like partners, not just employees. It’s a flat-structured, tech-enabled business with a fast-moving, collaborative culture and a mission to drive better financial outcomes for clients—without the red tape.
You’ll be rewarded not only for the value you deliver to your clients, but also for your contribution to the growth and development of the firm. Base salary is up to £65,000, with on-target earnings of £95,000–£100,000 through a performance-linked bonus structure and regular salary reviews to reflect your impact.
Opportunities for equity through an option or growth share scheme for individuals who significantly contribute to the business's growth and culture
- Freedom with Responsibility: You decide how to grow your client base—whether that’s through content creation, events, or referrals. Work remotely, flexibly, and on your terms—as long as your clients thrive.
- Lead Generation Support: You’ll receive qualified leads, as well as marketing support and budget to fund your own initiatives and build your client base.
- No Bureaucracy: Say goodbye to slow decision-making. This is a firm where good ideas are actioned fast.
- Tech as a Power Tool: With AI-enabled paraplanning and a streamlined tech stack, you’ll spend more time advising and less time on admin.
- True Career Ownership: From equity opportunities to creating your own planning products (e.g., for Business exits, NHS Consulting or divorce planning), this is a firm that backs your vision.
Responsibilities
- Provide high-quality, holistic financial advice tailored to both wealth accumulators and retirees.
- Build and maintain long-term client relationships based on trust, transparency, and client-first principles.
- Contribute to the firm’s growth by bringing new ideas and executing initiatives—whether through lead generation, partnerships, or content.
- Collaborate with a lean support team, including admin staff and AI-powered paraplanning tools.
- Uphold and embody company values in all client interactions and internal collaboration.
Requirements
- Level 4 Diploma in Financial Planning (minimum)
- Demonstrated experience in advising clients
- Strong interpersonal skills with a passion for building new relationships.
- Comfortable working in a flexible, remote-first environment with high levels of personal responsibility.
- Tech-savvy and open to experimenting with new tools and platforms.
Benefits
- Flexible/Remote Work: Work from home or wherever suits you best. 2 to 4 days a month in the Cheltenham office.
- Unlimited Holidays: As long as your responsibilities are met.
- Qualified Leads: Supplied to help you grow faster.
- Growth Budget: Funding available for events, marketing, or any initiative you believe in.
- Client Portfolio: Clients to manage as current planner is at capacity
- Flat Structure: Work directly with senior leadership and help shape the firm.
- Long-Term Upside: Potential for equity/growth shares for those who significantly contribute to success.
How to Apply
If you’re a values-led Financial Adviser seeking freedom, creativity, and real support to grow something meaningful, we want to hear from you.