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 hybrid 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. 

And finally, winner of Professional Adviser Best Financial Advisers to Work For in 2022...

 

Best Financial Adviser to Work For 2022

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

Financial Planner

About us

Balance: Wealth Planning is a Chartered Financial Planning firm that focuses on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement.

We are one of the top financial planning companies to work for in the region, and we are recognised as being in the Top 100 of financial planning companies in the UK. We have a passive investment philosophy and charge flat fees.

We are looking for an experienced Financial Planner to join our growing team.

About you:

We are looking for someone with specific experience and skills. You should be able to tick most or all of these boxes:

  • Advising and planning for clients for at least five years.
  • Chartered status with strong technical knowledge.
  • Actively operating in a holistic, goals-led role. You may be using Kinder Institute life planning principles or similar.
  • Actively using cashflow forecasting tools.
  • Comfortable with financial planning issues that come with higher levels of wealth, including all tax allowances (Lifetime Allowance, Pension Annual Allowances and MPAA, inheritance tax NRB and RNRB, business taxation reliefs, personal income tax allowances, capital gains annual exemptions and so on).
  • Pension transfer qualifications.

We offer all of this:

  • Training and mentoring will be provided.
  • A supportive environment for continual learning. All technical qualification and training costs are met by the company.
  • The opportunity to deliver truly great financial planning advice to our interesting clients.
  • The role is full time and based from our West Bridgford, Nottingham office. The office is closed on Mondays and Fridays. You would be expected to work remotely on those days and in the office Tuesday – Thursday. Flexible working is encouraged.
  • A portfolio of clients to start managing once your training is complete.
  • 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.
  • Salary is dependent on experience. All financial planners in our team are employed, with a salary. Bonuses are paid annually team wide and are not directly related to targets met.
  • Attractive benefits including pension, life insurance, online GP service. The company has a strong employee wellbeing focus.
  • Onsite parking.

Please get in touch with recruitment@balancewealth.uk and attach a copy of your latest CV to apply.

Portrait

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

Trainee Paraplanner / Paraplanner

Right now there’s an opportunity to join our team as a trainee paraplanner / paraplanner.

But not just any paraplanner. We specialise in holistic, goals-based financial planning. And our paraplanners work very closely with our financial planners and our clients in forming, and delivering their plans.

You could be researching the cost of a road trip to Australia one day and creating a lifetime wealth forecast the next. Your planning reports will form the basis of our client’s key decisions.

Ideally, you’ll tick most of these boxes:

  • Diploma qualified or working towards
  • Some experience in a paraplanning role already
  • Experience of holistic, lifetime financial planning including cash flow planning and forming advice
  • Confident, assertive and excellent communicator

This is what we can offer you:

  • Interesting and stretching financial planning that makes a difference to people’s lives
  • Fast growing business with lots of room to get involved and influence the direction we take
  • Full support for development and qualifications
  • Flexible working supported and encouraged
  • Sunny offices in West Bridgford with parking provided
  • Salary and benefits dependent on experience

And these are all the key points you’ll need to know about us:

  • Directly authorised
  • Independent
  • Corporate Chartered status
  • Independently owned
  • Shortlisted as one of the 2022 Best Financial Advisers to Work for!
  • Currently have a team of 17 and looking to continue growing
  • Noted for innovative approach
  • Winner of David Norton Building Excellence Award 2018
  • New Model Adviser Top 100 for 4th year running
  • Holistic financial planning specialists
  • All clients receive lifetime cash flow forecasting and a holistic plan
  • Passive investment approach

If you are interested in discussing this opportunity further, please get in touch with your CV in confidence now recruitment@balancewealth.uk or 0115 7722126.