BWP on white med

Call:  0115 7722126

Email: team@balancewealth.uk 

Join our team

Recruiting now: Paraplanner 

 

Are you supremely organised, love to learn and great at communicating your ideas? We are inviting applications from experienced paraplanners who want to work in a forward thinking firm, providing a full holistic financial planning service.

 

You will ideally be Diploma qualified, and have at least three years' experience as a paraplanner or financial adviser. Salary will be dependent on experience.

 

We offer a supportive environment for continual learning, flexible working hours and the opportunity to deliver truly great financial planning advice to our clients.

 

We have offices in West Bridgford, Nottingham and Derby. This role could be based in either location.

 

Please send your CV and covering message to rebecca@balancewealth.uk.

 

 

Recruiting now: Financial Planner / Adviser

 

Are you passionate about planning? Do you love helping clients start living their dreams? That's exactly what we do, and we're looking for an experienced financial planner to join our growing team.

 

If you have been advising and planning for clients for at least five years, you are Chartered (or close to it) and have pension transfer qualifications, we'd love to hear from you. This role is based from our Derby office, with salary dependent on experience. You would be employed, with flexible working hours to suit you.

 

We have a growing presence in Nottingham and Derby and are recognised for our different approach to financial planning advice: holistic, goals focused and charging fixed fees. There is great potential in this role to grow a significant number of clients through the steady stream of organic enquiries and referrals we receive, and by nurturing professional relationships.

 

We offer a supportive environment for continual learning, and the opportunity to deliver truly great financial planning advice to our clients.

 

Please send your CV and covering message to rebecca@balancewealth.uk.

 

 

Recruiting now: Administration manager

 

Do you love writing to-do lists and getting things organised? Do you have fantastic communication skills, great attention to detail? Then consider a new challenge in our forward-thinking and friendly firm.

 

We are currently recruiting for an Administration Manager to manage our administration processes, gathering accurate information, and having oversight over every advice project to keep all the plates spinning and projects delivered on time, every time.

 

We are looking for someone with experience as an administrator, administration manager or project manager in an IFA practice, with good technical knowledge of investment, pension and protection products, and compliance requirements. You may have some experience as a paraplanner.

 

We offer a supportive environment for continual learning, flexible working hours and the opportunity to help us deliver truly great financial planning advice to our clients.

 

We have offices in West Bridgford, Nottingham and Derby. This role would be based in West Bridgford.

 

Please send your CV and covering message to rebecca@balancewealth.uk.

 

 

-----------------------------

 

We are not looking for anyone else right now, but if you think you woud be a fabulous fit, we are always happy to have a chat over a coffee.

 

 

About us

A new

challenge

Press features P

Featured in

Balloons