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


We are currently looking for an enthusiastic and highly motivated individual to join our team.

You should ideally, although not essential, hold a Level 4 Diploma in Financial Planning (or equivalent) and have varied range of experience dealing with all areas of financial planning, including cash flow and lifetime forecasting.

If you are interested in this challenging and interesting role, then please do get in touch.

We look forward to hearing from you!