Job Description

Why This Role?

A

flexible hybrid setup

with face-to-face time when it counts (1-2 days per week in the office). A

respected client bank

ready for your expert guidance. A team of highly qualified and forward-thinking

professionals to support your journey

. A

clear and stable path

for both early-career Planners and experienced Advisers.

What You'll Do:

As a Financial Planner, you'll:

Cultivate strong, lasting relationships with a portfolio of engaged clients. Lead annual reviews and craft bespoke financial strategies tailored to individual goals. Turn complex information into clear, actionable plans that make a real difference. Apply your technical expertise and knowledge to help clients make informed decisions about their financial future with confidence. Undergo the necessary training and supervision to ensure you're set up for success. Be accountable for delivering accurate, timely, and high-quality work--whether that's a financial plan, client review, or internal collaboration.

Who You Are:

You're a thoughtful and principled professional who values trust, clarity, and long-term thinking. With a blend of technical skill and genuine care, you deliver ethical, forward-thinking advice. You're ready to join a team where integrity, respect, and reliability guide everything--and where client outcomes, not sales targets, are the priority.

We're looking for someone who:

Has at least 4 years' experience in the financial planning sector, with a strong grasp of products, markets, and client needs. Brings 2+ years of hands-on experience with cash flow planning and holistic financial advice. Holds a current Level 6 qualification (CII or CISI) and is committed to continuous professional development. Communicates with clarity, warmth, and credibility--building trust with clients and colleagues alike. Possesses a sharp analytical mind and can confidently turn complex information into meaningful advice. Is proficient with financial planning tools and cash flow modelling software, and comfortable using technology to enhance client outcomes. Has a strong compliance mindset, with a proven commitment to high ethical standards and professional integrity. May currently be working as a Level 6 Paraplanner ready to transition into an advisory role--we welcome and support that progression.

What We Offer:

At HC Wealth Management, you will find:

A supportive, collaborative environment where professional development and ethical advice go hand in hand. The opportunity to deepen your expertise across all areas of financial planning, with the freedom to grow at your own pace. A culture that embraces forward-thinking and values fresh, educated perspectives from every team member. The genuine satisfaction of helping clients achieve meaningful, long-term financial goals--with advice that puts their best interests first. A refreshing alternative to large, sales-driven firms--we're proudly independent and committed to preserving our core values of integrity, respect, educated approach, and reliability as we grow.

Benefits:

Company Pension, Income Protection, Death in Service, 25 days holiday plus bank holidays, study support (no cap), flexible working, flexible appointments, Enhanced Maternity Leave, and membership of professional bodies.

If you're looking for a role where your expertise is valued and your values are shared, we'd love to hear from you--apply today and let's shape the future of financial planning together.

Job Type: Full-time

Pay: 65,000.00-75,000.00 per year

Schedule:

Monday to Friday
Work Location: In person