Senior Financial Planner

Pura Vida Financial Planning Ltd • Full-time • Remote (GB) • 1m ago

Senior Financial Planner

· Location: Fully Remote (UK)

· Salary: £60,000 base + £6 - £8k achievable bonus (year one)

· Experience Required: Minimum 3 years’ operating at a senior Financial Planner level within an independent financial advice firm (Dip. qualified).

· Position: Full time

Who We’re Looking For:

If you’re the kind of adviser who builds deep relationships, puts clients first, and wants to help shape a growing firm — keep reading

We’re looking for an experienced Financial Planner who wants to build something. Someone who enjoys winning new clients, delivering exceptional advice, and shaping the future of a growing firm.

You will need commercial confidence, strong technical grounding, and the ability to build long term relationships built on trust. This isn’t a servicing role. It’s an opportunity to grow, influence and lead.

You’ll need high standards, emotional intelligence and the drive to improve what’s around you rather than simply maintain it.

What You’ll Be Doing

· Meeting new clients and building lasting relationships

· Designing and delivering holistic financial plans

· Generating and converting your own leads

· Working collaboratively with paraplanners and administrators to deliver exceptional client outcomes

· Mentoring and supporting team members as the business grows

· Continuously improving how we deliver advice

You’re the Right Fit if You…

· Have at least three years’ experience in a senior advisory role

· Are Diploma qualified as minimum (Chartered progression expected)

· Have a proven track record of generating and converting leads into long-term clients

· Believe in holistic financial planning rather than product pushing

· Own your outcomes and focus on solutions instead of making excuses

· Want to build something meaningful, not just hit targets

· Enjoy collaborating and contributing to a strong team culture

· Take a long-term approach surrounding clients and your own career

Who We Are

We’re Pura Vida. A young, forward-thinking financial advice firm with a flexible outlook.

Our mission is simple: improve the quality of life of our clients, our team and those they care about.

Pura Vida translates to ‘Pure Life’, a phrase our founders picked up while travelling in Costa Rica. It reflects a way of living well and with intention, and of building something that genuinely matters. That philosophy underpins everything we do and is a big part of why we enjoy turning up to work each day.

We work remotely, collaborate daily, laugh often, and genuinely care about each other and our clients. We’re building something special, and we want brilliant people who care about quality, teamwork and growth to join us on that journey.

Our Values – The Pura Vida Way

We hire for character first. These values define how we work:

Caring
We care about our clients, our team, and the work we do.

Growth
We have an ambitious growth mindset, personally and professionally. We continually improve our skills and evolve the Pura Vida way.

Ownership
We take responsibility for our actions, challenges and opportunities. We step up, solve problems and treat the business and our clients’ problems as our own.

Excellence
We aim to set a new standard for our profession.

Make Life Count
We want to enjoy work, make it enjoyable for others, and make the most of life outside of work too.

What You’ll Get

Fully remote working (within the UK)

A route to our partnership model – equity and profit share from year two

Competitive Salary

28 days holiday plus bank holidays.

Funded Professional Development

Team building days (that are genuinely enjoyable!)

Plannex membership

A culture that values quality and collaboration

Ready to Join Us?

If you’re experienced, reliable and want to be part of a team that’s building something brilliant….we’d love to hear from you.

Apply today and bring a bit of Pura Vida to your work life!

Job Type: Full-time

Pay: £60,000.00 per year

Benefits:

Company pension
Profit sharing
Work from home

Application question(s):

Tell us about a time you had to deliver difficult news to a client or challenge their expectations. How did you handle it and what was the outcome?
What does being a Financial Planner mean to you? What motivates you beyond targets and revenue?
How do you ensure your advice remains suitable and aligned with Consumer Duty principles, particularly in relation to risk profiling, capacity for loss and delivering fair value?
What does delivering good client outcomes mean to you in practice, and how do you evidence this in your advice process?
Please confirm your current professional qualifications and FCA status. Are you DipPFS qualified or working towards Chartered status?

How many years’ experience do you have providing regulated financial advice in the UK? Please briefly outline the types of clients you typically advise and the areas of planning you specialise in.
What is your current notice period? Are there any contractual restrictions, such as non-compete or client ownership clauses, that may affect your start date?

Education: