Senior Financial Adviser - Path to Chartered Status (Hybrid)

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

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.