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

 

2024

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Email your CV to recruitment@balancewealth.uk

Chartered Financial Planner

Balance: Wealth Planning is a Chartered Financial Planning firm that focuses on goals-based holistic financial planning.

We have a strong ethos of growth, kindness and collaboration, which 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, 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.

About you

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 planning 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.

Apply by sending your CV and covering message to recruitment@balancewealth.uk

Portrait

Email your CV to recruitment@balancewealth.uk

Paraplanner

Balance: Wealth Planning is a Chartered Financial Planning firm that focuses on goals-based holistic financial planning.

We have a strong ethos of growth, kindness and collaboration, which 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, 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.

About you

We’d love for you to have this experience and skillset:

  • Strong technical knowledge about investment, pension and life assurance products including their benefits and taxation.
  • Good understanding of tax allowances, trusts and business structures as part of a financial plan.
  • Experience with using a cashflow forecasting system, ideally Voyant.
  • Diploma status and at least 3 years paraplanning experience.
  • Strong capability with technology and systems, including Excel.
  • Great attention to detail, positive approach, very well organised, 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.
  • Attractive salary and benefits package with pension contributions, life insurance, online GP, mobile phone, generous holidays with option to buy more, discounted shopping and more.
  • 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.

Apply by sending your CV and covering message to recruitment@balancewealth.uk