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