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, we have Chartered Financial Planner status and are regularly judged to be a Top 100 Financial Planning company.

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 won Professional Adviser’s Best Financial Advisers to Work For award in 2022!

 

Best Financial Adviser to Work For 2022

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

Financial Planner

To thrive as a Chartered Financial Planner in the Balance team, you will need specific experience and skills:

  • Chartered status, with strong technical knowledge and at least 5 years paraplanning experience.
  • Pension transfer qualifications and experience in preparing defined benefit pension advice.
  • Working holistically, able to see a client’s ‘big picture’ and work out how they can best achieve their life goals. You may already be using the Kinder Institute life planning approach or something similar.
  • Comfortable with 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.
  • Strong capability with technology and systems, including cashflow forecasting, ideally Voyant.
  • Great attention to detail, positive approach, and a problem-solving mindset.

Responsibilities

  • Working collaboratively with our paraplanners, you will give advice to our clients to help them best achieve their goals. You will present lifetime cashflow forecasts with multiple scenarios. You will also present financial plans with our advice, and suitability reports for regulated recommendations.
  • Managing a portfolio of clients, delivering scheduled reviews, and all advice needed during the year.
  • Meeting prospective clients, to assess the advice they need, and propose how we can best help them.
  • With strong technical knowledge, you will support other members of the Balance team.
  • Nurture all your client relationships, as well as important professional relationships.

What we offer

  • The opportunity to work in a positive team, with interesting work and room to grow.
  • Potential to grow a significant number of clients through our steady stream of organic enquiries.
  • A supportive environment for continual learning. All qualification and training costs are met. Mentoring is available as needed.
  • Existing clients you wish to transfer can usually be accommodated.
  • This is a full time role with hybrid working and flexible hours. Our West Bridgford office is closed Mondays and Fridays. You would be expected to usually work in the office Tuesday – Thursday.
  • All financial planners in our team are employed with a salary. Bonuses are not directly related to financial targets. Salary depends on experience.
  • Attractive benefits package: Pension, life insurance, online GP, mobile phone, generous holidays with option to buy more, discounted shopping and more.
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Please send your CV and covering message to recruitment@balancewealth.uk

Senior Paraplanner

To thrive as a Senior Paraplanner in the Balance team, you will need specific experience and skills:

  • Chartered status, with strong technical knowledge and at least 5 years paraplanning experience.
  • Pension transfer qualifications and experience in preparing defined benefit pension advice.
  • Working holistically, able to see a client’s ‘big picture’ and work out how they can best achieve their life goals. You may be used to financial planners who use the Kinder approach or similar.
  • Comfortable with 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.
  • Strong capability with technology and systems, including cashflow forecasting, ideally Voyant.
  • Great attention to detail, positive approach, and a problem-solving mindset.

Responsibilities

  • Working collaboratively with our financial planners, you will help give advice to our clients. You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they can achieve their goals. You will then write a financial plan with our summary advice, accompanied by a suitability report for regulated recommendations.
  • With strong technical knowledge, you will support other members of the Balance team.
  • Using your experience of defined benefit pensions, you will prepare the necessary assessments and advice for clients when required, and support other members of the team in this area.
  • Ensuring financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
  • A place on our Investment & Research Committee so you can shape the advice we give.
  • Maintaining and developing our templates, calculators and input into process development.

What we offer

  • The opportunity to work in a positive team, with interesting work and room to grow.
  • A supportive environment for continual learning. All qualification and training costs are met.
  • This is a full time role with hybrid working and flexible hours. Our West Bridgford office is closed Mondays and Fridays. You would be expected to usually work in the office Tuesday – Thursday.
  • Attractive salary and benefits package: Pension, life insurance, online GP, mobile phone, generous holidays with option to buy more, discounted shopping and more.
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Please send your CV and covering message to recruitment@balancewealth.uk

Paraplanner

To thrive as a Paraplanner in the Balance team, you will need specific experience and skills:

  • Good technical knowledge, Diploma status and at least 3 years paraplanning experience.
  • Working holistically, able to see a client’s ‘big picture’ and work out how they can best achieve their life goals. You may be used to financial planners who use the Kinder approach or similar.
  • Comfortable with most financial planning areas with some support, 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.
  • Strong capability with technology and systems, including cashflow forecasting, ideally Voyant.
  • Great attention to detail, positive approach, and a problem-solving mindset.

Responsibilities

  • Working collaboratively with our financial planners, you will help give advice to our clients. You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they can achieve their goals. You will then write a financial plan with our summary advice, accompanied by a suitability report for regulated recommendations.
  • Ensuring financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.

What we offer

  • The opportunity to work in a positive team, with interesting work and room to grow.
  • A supportive environment for continual learning. All qualification and training costs are met.
  • This is a full time role with hybrid working and flexible hours. Our West Bridgford office is closed Mondays and Fridays. You would be expected to usually work in the office Tuesday – Thursday.
  • Attractive salary and benefits package: Pension, life insurance, online GP, mobile phone, generous holidays with option to buy more, discounted shopping and more.
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Please send your CV and covering message to recruitment@balancewealth.uk

Office Manager

About you

To thrive as a Office Manager in the Balance team, you will need specific experience and skills:

  • Comprehensive understanding of all aspects of the financial planning process, from initial engagement to advice execution and continued review.
  • Practical experience within the industry.
  • Experience in managing small teams.
  • Strong capability with technology and systems.
  • Great attention to detail, positive approach, and a problem-solving mindset.

Responsibilities

This is a key and senior role in the Balance team. Our Office Manager will have these responsibilities:

  • Managing our administrative and paraplanning support team of 9, including regular recruitment, onboarding, appraisals and identifying training needs.
  • HR support. Dealing with the holiday, payroll, and employee requests.
  • Organising team events and wellbeing perks for the team
  • Managing the office facilities and liaising with third-party suppliers.
  • Ensuring financial plans and ongoing reviews are delivered accurately and on time. This includes scheduling incoming planning work, monitoring its progress and identifying obstacles.
  • Ensuring advised transactions are processed accurately and according to service expectations.
  • Minimising risk of advice or transaction execution errors through monitoring and continued process improvement.
  • Supporting the Operations Director and other senior managers with improving practices, and implementing new procedures, and ensuring they are adhered to.

What we offer

  • The opportunity to work in a positive team, influence our practices, grow and make your mark.
  • A supportive environment for continual learning. All qualification and training costs are met.
  • This is a full time role with hybrid working and flexible hours. Our West Bridgford office is closed Mondays and Fridays. You would be expected to usually work in the office Tuesday – Thursday.
  • Attractive salary and benefits package: Pension, life insurance, online GP, mobile phone, generous holidays with option to buy more, discounted shopping and more.
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Please send your CV and covering message to recruitment@balancewealth.uk

Administrator

About you

To thrive as an Administrator in the Balance team you will need specific experience and skills. You should be able to tick these boxes:

  • Administration experience in a financial planning company for at least two years.
  • Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
  • Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
  • Financial administration qualifications would be advantageous.
  • Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

Responsibilities

  • Processing authority letters, and gathering financial data for new clients and annual reviews.
  • Preparing application forms and client documentation.
  • Processing financial transactions on platforms.
  • Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
  • Dealing with the post, emails and any correspondence relating to clients or their financial situation.
  • Providing administrative support to the financial planners and paraplanners as required.
  • Supporting clients with administrative queries and communication as required.

What we offer

  • The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.
  • The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients, working closely with all our financial planners and paraplanners.
  • This is a full-time role based in 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.
  • Salary is dependent on experience.
  • Attractive benefits including pension, life insurance, online GP service, onsite parking, mobile phone. The company has a strong employee wellbeing focus.