Financial Planner

Balance: Wealth Planning


We are currently looking for a dynamic and experienced financial planner to join our team at Balance: Wealth Planning.

We are holistic financial planning specialists, helping our clients make some of the most important decisions of their lives. So our financial planners are often found talking to our clients about exciting plans for the future, challenging and reassuring them about what might be possible. We take the view that well-managed wealth will help our clients achieve their goals, and that growing wealth is not a goal in itself.

Ideally, you’ll tick most of these boxes:

  • Chartered status, or working towards it
  • At least 3 years experience of giving financial advice
  • Experience of holistic, lifetime financial planning
  • Confident, assertive and excellent communicator

This is what we can offer you:

  • Interesting and stretching financial planning that makes a difference to people’s lives
  • Fast growing business with lots of room to get involved and influence the direction we take
  • Full support for development and qualifications
  • Flexible working supported and encouraged
  • Sunny offices in West Bridgford with parking provided
  • Salary and benefits dependent on experience

And these are all the key points you’ll need to know about us:

  • Directly authorised
  • Independent
  • Corporate Chartered status
  • Independently owned
  • Currently have a team of 8 and looking to continue growing
  • Noted for innovative approach
  • Winner of David Norton Building Excellence Award 2018
  • New Model Adviser Top 100
  • Holistic financial planning specialists
  • All clients receive lifetime cash flow forecasting and a holistic plan
  • Passive investment approach usually using DIMs

Interested? Please send your CV, covering message and a short introductory video to

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