Why choose to join our team?

We have a strong ethos of growth, kindness and collaboration. This influences how we work with our clients, our professional peers, and each other. That’s why we are recognised as one of the top financial planning companies to work for in 2022, 2023 & 2024; we have Chartered Financial Planner status and are regularly judged to be a Top 100 Financial Planning company. And this is why:

  • We firmly believe in the power of great communication, strong data and efficient processes. Together, they mean our skilled team can create and maintain financial plans for our clients, and we all get the satisfaction of work well done.
  • We focus on holistic, goals-based financial planning advice for our clients, with cashflow forecasting as standard. Our planning work is interesting, varied and can be complex.
  • We support and encourage flexible working. You can work around your other commitments. That includes working at home and hybrid working.
  • We invest in our team. You can attend courses, take exams and continue your professional development with us. 
  • We are working hard to be a great employer. But don’t just take our word for it…we regularly win Professional Adviser’s Best Financial Advisers to Work For.

 

2024

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Email your CV to recruitment@balancewealth.uk

Chartered Financial Planner

Chartered Financial Planner

Balance: Wealth Planning is a Chartered Financial Planning firm that exists to educate, enrich, and empower all through our goal-based holistic financial planning. Our reason for being is to provide clients with security, peace of mind, and the ability to focus on what truly matters in life.

We strive to positively influence lives through financial planning, and we achieve this by living out our core values in all the work that we do. As part of our team, you’ll play a crucial role in helping us make a meaningful impact on our clients’ lives. We’re driven to be problem solvers, pioneers, and growth-oriented, and we genuinely care for our clients and each other. These values shape everything we do — from helping clients navigate life’s challenges, to creating innovative solutions, to building a collaborative, growth-focused environment for our team.

Our ethos of kindness, collaboration, and growth ensures we build and maintain strong partnerships with our clients and among our team. It’s why we’re recognised as one of the top financial planning companies to work for and regularly named a Top 100 Financial Planning company.

By valuing great communication, strong data, and efficient processes, we empower our skilled team to deliver exceptional client outcomes and experience the satisfaction of meaningful work.

About you

To thrive in this role and embody our values, you’ll need:

  • Problem-Solving Skills: Chartered status with strong technical expertise, and at least 5 years of  financial planning experience, enabling you to find effective solutions to complex financial scenarios.
  • Pioneering Spirit: Holistic planning expertise, with an ability to see the ‘big picture’ and help clients achieve life goals. Familiarity with approaches like the Kinder Institute life planning method is a plus.
  • Growth Mindset: Comfort in advising across a wide range of financial planning areas, including: pension lifetime allowance, pension annual allowances, IHT including NRB and RNRB, business taxation reliefs, income tax and CGT allowances, offshore bonds, trusts, family investment companies and life insurances. With a commitment to continual learning and improving your expertise.
  • Care and Attention to Detail: A client-focused approach, great communication, and an ability to create financial plans that align with clients’ aspirations.

Technical Skills:

  • Pension transfer qualifications, experience with defined benefit pension advice, and advanced understanding of areas such as IHT planning, tax reliefs, offshore bonds, and trusts.
  • Strong capability with systems like cash flow forecasting (ideally Voyant) and financial planning tools.

Responsibilities

  • Collaboratively advise clients, presenting cashflow forecasts, financial plans, and suitability reports.
  • Manage a portfolio of clients, delivering ongoing advice and nurturing strong relationships.
  • Meet with prospective clients to identify their needs and outline how Balance can help.
  • Provide technical support to other team members.
  • Build and maintain professional connections in line with our caring ethos.

What we offer

  • A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
  • Opportunities to expand your client base through our steady stream of organic inquiries.
  • Comprehensive training and mentoring, with all qualifications and development costs covered.
  • Flexibility with hybrid working and a focus on work-life balance. Our West Bridgford office is open Tuesday–Thursday, with remote working on other days.
  • An attractive benefits package, including a competitive salary, pension, life insurance, online GP access, generous holidays with buy-more options, and more.
  • This is a full-time and employed role. Bonuses are not directly related to financial targets. Salary depends on experience.

At Balance, you’ll be part of a team that values your contribution and offers the chance to grow in a positive, forward-thinking environment.

How to Apply

Send your CV and a covering message to recruitment@balancewealth.uk.

Join us in a role where your skills, ambitions, and values align with a company that truly cares about making a difference.