What makes us interesting as an employer

  • We offer holistic financial planning advice to our clients – predominantly affluent individuals and families. That means our planning work is interesting, varied and can be challenging.
  • Passive investment approach.  So our time can be spent on structuring good plans, rather than doing lots of fund research. 
  • Cashflow forecasting as standard.  That means we can really see the effects of our planning strategies and come up with other ideas more easily.
  • We charge fixed fees, not a percentage of assets under management. We aren’t afraid to question the norm in our profession and do things differently, and more fairly.
  • We support and encourage flexible working.  So you can work around your other commitments. That includes term time working, working at home and part time working.
  • Chartered Financial Planning firm.   This shows we are one of the most professional financial planning firms in the country. 
  • We invest in our team.   So you can attend courses, take exams and continue your professional development with us. 

Please send your CV to recruitment@balancewealth.uk

Join our team

We are not actively recruiting for any positions at present, however, if you would be interested in joining our great team, then please get in contact with your details, as we’d love to hear from you.