About the Opportunity
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 now seeking an experienced Level 4-qualified Financial Adviser (DipPFS or equivalent) who wishes to progress to Chartered and build a long-term career in a stable, supportive, and client-focused environment.
This is a rare succession opportunity to inherit, nurture, and grow a portfolio of long-standing clients aged 55+, supported by a full in-house team and modern advice systems. You will work closely with our Managing Director as part of a structured handover.
What We Offer
- Established client bank to inherit and develop
- Full paraplanning, admin and compliance support
- Hybrid working with required presence in Sleaford
- Competitive salary £55k–£75k (DOE) + performance bonus
- Employer pension, group life and income protection
- Funded professional development toward Chartered
Who We’re Looking For
Essential
- Level 4 qualified (DipPFS or equivalent)
- Valid SPS
- UK client-facing adviser experience
- Strong pensions and investment planning knowledge
- Clear, confident communicator
- Comfortable using technology to enhance advice delivery
Desirable
- Public sector pension experience
- Cashflow modelling familiarity
- Interest in developing client education resources
About Money Minder
Money Minder is a long-established Chartered firm delivering retirement, pensions and investment planning to clients across the UK. We focus on clarity, education and long-term client relationships.
How to Apply
To apply, please send:
- Your CV, and
- A short cover note (no more than 150 words)
to: careers@money-minder.com
Strictly no agencies.
• Please mention Financial Planning Today Jobs when applying for this role •