Swindon
Financial Planner – Swindon (Hybrid)
We’re working with a highly respected financial planning firm based in Swindon, now looking to appoint a Financial Planner as part of a long-term succession plan.
This is a fantastic opportunity for a Paraplanner ready to move into advice, a Junior Adviser seeking more autonomy, or an experienced Financial Planner looking for genuine career progression.
The Opportunity
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Join a well-established, growing financial planning firm with strong local presence.
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Clear route to step into a senior advisory position over the next few years.
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Inherit clients gradually while building your own portfolio, supported by full paraplanning and admin teams.
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Backed by a national wealth management group with extensive resources and client acquisition support.
What’s on Offer
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Competitive base salary (flexible depending on experience and client bank).
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Quarterly bonus – 40% of all revenue above 3× salary (no clawback).
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Benefits: pension, death in service, 25 days’ holiday + birthday leave.
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Hybrid working – typically 2 days from home.
About You
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Level 4 Diploma-qualified (minimum).
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Experience as a Paraplanner, Junior Adviser, or Financial Planner.
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Confident in client interactions and relationship management.
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Ambitious, self-motivated, and keen to develop into a senior role.
If you are looking for a progressive environment with genuine career development opportunities, we’d be delighted to hear from you. Additionally, if you are a candidate within wealth management looking to make your next move, please apply and I will be in contact.