Financial Planner

Are you a Financial Planner who truly believes in the difference great advice can make, and that financial wellbeing should be accessible, personal and empowering?

This is an opportunity to join a growing financial planning company with a clear purpose, helping people make confident wealth management decisions at every stage of their life. Their approach blends professional expertise with genuine care, working with employees across major corporate clients to provide accessible, high-quality advice that changes lives for the better.

You’ll be joining a collaborative and forward-thinking team that’s redefining how advice is delivered – combining workplace-based financial education, one-to-one planning, and lifelong support.

The Opportunity:

As a Financial Planner, you’ll play a key role in guiding clients towards their financial goals with clarity and confidence. You will be supported by a dedicated Paraplanners and Administrators, ensuring clients receive a seamless experience from first meeting to implementation.

You’ll also have the chance to represent the business at financial education events and workshops, sharing your knowledge and building trusted relationships that naturally lead to advice opportunities.

This is a role for someone who enjoys variety, thrives on connection, and takes pride in seeing clients’ futures strengthened through your work.

What you’ll be doing:

• Providing holistic financial advice and tailored planning solutions
• Conducting in-depth reviews of clients’ current and future financial positions
• Using cashflow modelling and research tools to create robust, personalised strategies
• Building lasting relationships with clients and professional connections
• Helping deliver workplace guidance sessions and webinars for corporate clients
• Staying current with changing legislation and regulatory standards
• Playing an active role in the continued growth and development of the financial planning team

What we’re looking for:

You’ll already be a qualified Chartered Financial Planner with a solid foundation of technical knowledge and a strong client focus. You will bring a natural ability to connect, listen and advise with integrity. 

To thrive here, you’ll be someone who:

• Builds trust through authenticity and clear communication
• Enjoys developing relationships that grow over time
• Takes pride in delivering advice that’s both compliant and genuinely client-first
• Is proactive and commercially aware, with the drive to grow your client base
• Is confident presenting to groups and engaging with a diverse audience
• Works effectively within a supportive, collaborative culture

Experience with systems such as Intelligent Office would be beneficial, though not essential.

Why join?

This is a business that truly values its people. You’ll find:

• A competitive salary plus profit share
• Hybrid working for a genuine work-life balance
• A supportive culture where independent thinking is encouraged
• Ongoing professional development and mentoring
• A comprehensive benefits package tailored to your lifestyle
• Paid volunteering days and a day’s leave to celebrate your birthday
• A team that believes in inclusion, wellbeing and making a real impact

About the Company:

This firm was founded on a simple belief – that financial wellbeing should be accessible, personal and empowering. They provide guidance and advice through workplaces and beyond, supporting clients from their first job through to retirement.

Their people are friendly, highly qualified and genuinely passionate about helping clients build better financial futures. The culture is open, inclusive and progressive, with an emphasis on collaboration and personal growth.

If you’re ready to join a business that’s reshaping how financial planning feels – one client at a time – we’d love to hear from you.

To apply or find out more, contact Truestar Talent in confidence.