Sandford House Financial Planning
Certified Financial Planner
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Job Description:
If you’ve been waiting for a role that treats financial planning as a genuine craft — not a product sales target dressed up in advice clothing — keep reading.
This is a rare opportunity to join a small, selective practice built on the belief that great financial planning changes lives. Not just portfolios.
WHO WE ARE
Sandford House Financial Planning is a boutique lifestyle financial planning firm in the Southwest of England. We were established in 2019 with a deliberate intention: to do things differently.
We work with a carefully chosen group of clients — people who want clarity about their financial lives, not just a quarterly statement. We help them understand what their money makes possible. We plan around how they want to live, not around arbitrary accumulation targets.
We are small by design. We grow organically, through trust and reputation. And we are looking for one exceptional person to grow with us.
WHY THIS ROLE MIGHT BE FOR YOU
You are good at what you do. You know it. And yet something feels off about where you are.
Perhaps it’s the volume. The compliance conveyor belt. The sense that your clients are files to be processed rather than people to be helped. Perhaps it’s the quiet frustration of being good enough to do proper, holistic financial planning — but working somewhere that doesn’t really want that.
Or perhaps it’s simply that you can see a ceiling above you that you didn’t put there.
If any of that lands, this might be the right conversation.
THE ROLE
Financial Planner — Boutique Practice
You’ll work directly alongside the principal adviser, handling a meaningful caseload of clients from first meeting through to ongoing relationship management. This is not a paraplanning role or a stepping stone. You will be advising.
Day to day, you can expect to:
- Conduct discovery and planning meetings with clients across the full range of financial planning — pensions, investments, protection, estate planning, cashflow modelling
- Build and present suitability recommendations that are genuinely tailored, not templated
- Develop long-term client relationships where you are their trusted adviser, not a face they see once a year
- Collaborate with the principal on complex cases, strategy, and firm development
- Contribute to how the practice grows — your ideas will be heard and acted on
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WHAT WE BELIEVE
We call it ‘family focussed’ financial planning. It means we do not cut corners, sell products as solutions, or treat advice as a process to be completed. We treat it as a professional discipline — one that deserves proper time, proper thought, and proper relationships.
Some things we hold firmly:
- The client’s life comes before their portfolio. We plan around goals, values, and fears — not asset allocation alone
- Ongoing relationships matter. A client who trusts us with a difficult conversation is worth more than one who never needs us
- Complexity is earned. We do not over-engineer solutions, and we do not oversimplify what genuinely requires care
- Fees should be transparent and honest. We do not hide margin in products
- We would rather have fewer, better client relationships than grow at the expense of quality
WHAT WE’RE LOOKING FOR
Qualifications and experience matter, but they are table stakes. What matters more is who you are as an adviser.
You should bring:
- A genuine belief in holistic, client-first financial planning — not a rehearsed interview answer
- Preferably Level 4 Diploma in Financial Planning as a minimum or working towards; Level 6 or Chartered progress preferred
- Experience advising real clients — ideally across pensions, investments, and protection
- A communicator who can make the complex feel accessible, without dumbing it down
- Enough hunger to build something, not just service what already exists
- Comfort with technology and modern planning tools — we work efficiently and expect the same
- The kind of professional standards that would make you uncomfortable cutting corners, even when no-one was watching
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WHAT YOU’LL GET
We have built this role to attract someone serious about a long-term career in proper financial planning. That means we are not offering a job. We are offering a stake in something.
Job Status
This is a self-employed position, and we need someone with an entrepreneurial mindset, who is comfortable networking, and able to generate their own leads alongside support from the Practice. Your potential earnings will reflect your contribution and work ethic.
Genuine autonomy
You will not be managed by a spreadsheet. You will be trusted to do excellent work and given the space to do it.
Share options
For the right person, a long-term equity stake in the business. If you help build it, you should benefit from it.
Continued professional development
Study support for Chartered status. Time and investment in becoming genuinely excellent.
A practice that reflects your values
Small, independent, and proud of it. No corporate agenda. No product quotas. Just proper advice.
HOW TO APPLY
We are not conducting a standard recruitment process. We are looking for a conversation with the right person.
If this role resonates — not just the opportunity, but the values behind it — we’d like to hear from you. Please send a brief note explaining why you are looking for a change and what draws you to this kind of practice, alongside your CV, to:
We will endeavour to respond to every application personally. There is no closing date — the role will close when we find the right person.
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