Financial Planner – Remote‑First, 4‑Day Week

About the role

We are seeking experienced Financial Planners to join a remote‑first firm that prioritises lifestyle‑focused advice and technology‑driven efficiency. You will work with a sensible client bank, delivering full‑service financial planning, including trusts and inheritance tax, while enjoying a four‑day work week.

Key responsibilities

• Provide regulated financial advice to a curated client portfolio.
• Prepare and execute comprehensive financial plans, covering trusts, inheritance tax and wealth management.
• Utilise the in‑house suitability system to turnaround work within hours.
• Collaborate with a strong technical team to enhance client outcomes.
• Support business development initiatives and bring in new clients when appropriate.

Required profile

• Working towards Chartered status.
• Proven experience delivering regulated financial advice.
• Comfortable leveraging technology to improve the client experience.
• Passionate about high‑quality, lifestyle‑focused planning.

Required skills

What we offer

• Competitive salary £60,000–£95,000 per year plus quarterly bonus.
• Four‑day working week on full pay with flexible scheduling.
• Potential to become a shareholder over time.
• Pension scheme, full study support and business‑development backing.
• Remote‑first work model with shared office spaces in Leeds, London and Brighton and monthly team meet‑ups.