Financial Adviser / Chartered Progression Pathway

Money Minder; Sleaford; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading Chartered Financial Planning firm in Sleaford is seeking an experienced Level 4-qualified Financial Adviser to inherit a portfolio of long-standing clients. The role offers full support from paraplanning and compliance teams, competitive salary with bonuses, and a hybrid working model. Candidates should have expertise in pensions and investment planning, and be comfortable using technology to enhance advice delivery. This is a unique opportunity to build a long-term career in a supportive, client-focused environment.

Benefits

Competitive salary + bonus

Employer pension contributions

Group life and income protection

Funded progression toward Chartered status

Strong focus on employee development

Qualifications

• Must be Level 4 qualified (DipPFS or equivalent).
• SPS certification is required.
• Strong expertise in pensions and investment planning.

Responsibilities

• Inherit and develop an established client portfolio.
• Provide financial advice within a supportive environment.
• Utilize technology for enhancing advice delivery.

Skills

Pensions and investment planning expertise

Comfortable using technology

Experience with public sector pension schemes

Familiarity with cashflow modelling tools

Education

Level 4 qualified (DipPFS or equivalent)

Tools

Cashflow modelling tools

Job description

Money Minder Financial Services (UK) Ltd is an independently owned, FCA-regulated Chartered Financial Planning firm with over 26 years of trusted client relationships. We are seeking an experienced Level 4-qualified Financial Adviser (DipPFS or equivalent) who is ready to progress toward Chartered status and build a long‑term career within a supportive, client‑focused environment.

This is a rare succession opportunity to inherit and develop an established portfolio of long‑standing clients aged 55+, supported by full in‑house paraplanning, admin and compliance teams.

What We Offer

• Established client bank to inherit and develop
• Full paraplanning, admin and compliance support
• Competitive salary + bonus DOE
• Employer pension contributions, group life and income protection
• Hybrid working with presence in Sleaford (relocation support available)
• Investors in People accredited employer with strong focus on development
• Funded progression toward Chartered status
• Stable, values‑led environment focused on long‑term client relationships

What We’re Looking For

• Level 4 qualified (DipPFS or equivalent)
• Valid SPS
• Strong pensions and investment planning expertise
• Comfortable using technology to enhance advice delivery
• Experience with public sector pension schemes
• Familiarity with cashflow modelling tools