Balance: Wealth Planning Limited
Financial Planner for Award-Winning Holistic Financial Planning Firm
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Role: Financial Planner
Type: Full time (Part-time may be considered).
Location: Nottingham.
Work structure: Hybrid. Remote working Mon & Fri and in office 2-3 days a week.
Experience: 5 years’ financial planning advice for an independent firm desirable.
Qualifications: Chartered Financial Planner preferred, or Diploma qualified and working towards it.
Salary: Competitive - dependent on capability and experience. Bonuses available.
Closing date: 15th October 2026.
ABOUT US
Balance: Wealth Planning is a Chartered Financial Planning firm helping clients gain clarity, confidence, and peace of mind through holistic, goals-based financial planning.
We’re a team of problem solvers and forward thinkers who genuinely care about our clients and each other. Our culture is built on kindness, collaboration, and continuous improvement.
We are independently recognised as one of the Top 100 Financial Planning companies in the UK. We have also won Best Investment Adviser of the Year 2026 and Retirement Adviser of the Year 2025. We are consistently judged as a Top Financial Advice Firm to Work For.
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ABOUT YOU
To thrive in this role and embody our values, you’ll need:
- A problem-solving mindset: You take full ownership of client outcomes and use sound judgement, knowing when to bring in support on complex or unusual cases.
- Pioneering spirit: You embrace new processes, technology and changing priorities, and bring fresh ideas to improve how we serve clients.
- Growth mindset: You maintain strong technical knowledge across pensions, investments, protection, trusts and estate planning, and demonstrate ongoing commitment to professional development.
- Care and attention to detail: You are a reliable, conscientious and collaborative team player with a positive attitude.
RESPONSIBILITIES
Holistic financial planning: Build and grow client relationships, starting with an initial client bank and developing this further through new enquiries made to the firm. Work closely with our paraplanning team to deliver holistic, goals-based financial plans with full cash flow modelling central to every client's plan.
WHAT WE OFFER
At Balance, you’ll be part of a team that values your contribution and offers the chance to grow in a positive, forward-thinking environment.
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- A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
- Comprehensive training and mentoring, with all professional qualifications and development costs covered.
- Flexibility with hybrid working and a focus on work-life balance. Our office is open Tuesday–Thursday, with remote working on other days as agreed.
- An attractive benefits package, including a competitive salary, ability to earn a bonus, pension, life insurance, online GP access, generous holidays with buy-more options, and more.
DIFFERENCE MAKES US STRONGER
We value diversity, and everyone being fairly included.
We welcome applications from all candidates and promise they will be considered on their own merits, regardless of race, gender, disability, age, religion or sexual orientation. If you are likely to need adjustments to perform this role, please contact us to discuss this further.
HOW TO APPLY
Send your CV and a covering message to recruitment@balancewealth.uk.
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