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Wealth Planner / Financial Advisor wanted. 

Located in Bristol, Oxford, Birmingham, Ipswich or Southampton

Salary between £35,000 - £55,000 basic (depending on the amount of experience) + £35,000 OTE (uncapped) + benefits

Are you a confident and motivated Wealth Planner with CAS status, ready to take your career to the next level?

Would you thrive in an advice-led environment, where quality clients, cutting-edge tech, and admin support are built in from day one?

We’re working with an exciting and fast-growing financial planning firm on a mission to close the Advice Gap and revolutionise how people think about financial advice. If you're driven to make a difference and want to be part of something bigger – this could be the opportunity you’ve been looking for.

What Makes This Role Different?
No cold calling, no chasing – All your client leads come directly from a partnered estate planning law firm within the group, ensuring warm, qualified appointments and a consistently full diary.
Existing client base – Step into a role with AUM already in place, plus protection policies requiring annual reviews.
AI-powered paraplanning – Tech-driven tools mean quicker, more accurate reports, freeing you up to focus on building relationships and converting clients.
Industry-leading CRM – A dynamic platform with two-way APIs, a client portal for pre-meeting fact finds, and built-in ATR tools.
First-class admin support – From appointment booking to application submission, you're supported every step of the way.What You’ll Be Doing
Building lasting client relationships through high-quality advice and annual reviews
Delivering full fact finds and tailored financial plans across investments, pensions, and protection
Generating new business through internal referrals and exceptional client service
Supporting clients with clear, jargon-free advice that aligns with their goals and legacies
Playing your part in the intergenerational advice journey – helping families plan now and for the futureWhat We’re Looking For
CAS status (essential)
Diploma Level 4 qualified as a minimum – ideally progressing towards Level 6
Experience providing financial advice across pensions, investments, and protection
A Statement of Professional Standing in place
Strong understanding of compliance and delivering great client outcomes
A team player who thrives in a high-support, high-challenge culture
Willingness to travel locally to see clients in person when requiredReady to build a life-changing career, while helping others do the same?
Apply today to find out more – all applications will be handled in strict confidence.

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