Financial Planner

Financial Planner - Flexible, Employed Role
Meriden (Hybrid) | £60,000-£70,000 + Bonus + Benefits
No validation. No pressure. Just great planning.

We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity.

This is a client-facing role with flexibility built in - a couple of days in the Meriden office, with the rest spent working remotely or visiting clients. You'll be supported with structured development, generous benefits, and a culture that values ethics, autonomy, and long-term relationships.

Why this role stands out:

No validation targets - just a commitment to quality advice and strong performance.
Some clients provided, but you'll also have the freedom to build your own network.
Chartered status preferred, but support is available if you're still working toward it.
What they're looking for:

3+ years working as a Financial Planner.
Level 4 qualified (Diploma in Regulated Financial Planning) - Chartered or happy to work toward.
Proven experience delivering holistic financial advice across pensions, investments, protection, and tax planning.
Confidence in generating new client opportunities and building professional relationships.
A strong ethical compass and commitment to delivering good customer outcomes.
What's on offer:

Competitive salary with annual bonus (behaviour-linked).
8% employer pension contribution.
Private medical insurance, income protection, and death-in-service cover.
Structured support for ongoing professional development.
Hybrid working with flexibility to suit your lifestyle.  
If you're ready to join a firm that values integrity, autonomy, and long-term client relationships, and want to do it without the pressure of validation, we'd love to hear from you.

Applicants up to 1 hour commute will be considered - areas include Leicestershire, Oxfordshire, and Birmingham