Financial Planner

A full diary. Great earnings. No client bank to build. You're already qualified. You can advise. You're good with clients. But maybe mainstream financial planning feels a bit slow. Too much waiting. Too much networking. Too much “build your book over the next five years and eventually it'll be worth it.” Too many quiet months where the quality of your income depends on how good your pipeline looks.

This is different. You'll join a fast-growing financial planning firm with a clear, proven model: high-quality leads, full diary, strong support, structured advice, and clients who need help now. No cold prospecting. No building a client bank from scratch. No endless networking breakfasts pretending the pastries are worth it. You'll speak to clients, understand their position, give clear advice, and help them make decisions that improve their financial future.

And if you're good, you'll earn very well.

This is a telephone-based financial advice role focused on helping clients with pension and retirement planning (consolidation). Your diary will be full from leads with an 80‑90% conversion rate. Your job is to do what you're good at - build relationships with clients, understand their needs and explain advice clearly. It's worth noting this is not a traditional financial planning role working with HNW clients.

These clients are the ones most financial planning firms avoid—the mass market—but the ones arguably in most need of great advice.

You can earn £100,000+ here, made up of salary (£50,000) and performance‑related bonus. That level of income is realistic because the model works. The firm has strong lead generation, excellent conversion rates, proper support, and a client base that needs advice. There is also a wider profit‑sharing bonus scheme and a wealth creation/equity‑style scheme for staff, meaning you can build a genuine stake as the business grows.

So yes, you'll be expected to work hard – this is not a sleepy advisory role. But if you're commercially sharp, client‑focused and motivated by income, the upside is obvious.

This firm is growing quickly because it has gone after a part of the market many traditional firms ignore. It believes good financial advice should not be reserved for people with £500,000, £1m or more to invest. Its mission is to help clients who often feel excluded from financial planning: people with meaningful pension pots, important decisions to make, and a genuine need for advice.

That means the work is high‑volume and focused. But it also means it matters. The firm brought in well over £100m AUM in 2025 and continues to grow quickly. It has invested heavily in people, process and technology, including paraplanners, client journey support, success managers and experienced senior hires from major wealth management firms. So while the feel is energetic and entrepreneurial, this is not a chaotic environment.

There is structure. There is support. There is momentum.

• Level 4 qualified
• Confident discussing pensions
• Comfortable working to a process
• Good at building trust quickly
• Commercially minded
• Motivated by income
• Happy speaking to clients all day
• Comfortable with a full diary
• Honest enough to admit that sales is part of advice
• Happy being office based (City of London)
• Tired of prospecting, networking or waiting for a client bank to grow