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Permanent

Financial Planner

Burton Recruitment
Sheffield
money-bag £70000 Annual
Posted: 12 June 2026 (Yesterday)
Closing date: 12 July 2026
Ref: 3121137310

Financial Planner - Fully RemoteSalary + bonus + share options Home-based (UK)Burton Recruitment is working with a growing, independent wealth and pensions advisory business on the appointment of an experienced Financial Planner. This is a genuinely different proposition: a real ownership stake, a grown-up culture, and the chance to be part of building something rather than maintaining it.The firmA privately owned, independent IFA in active growth mode. Fully remote, cloud-based, and built around a simple idea: recruit excellent advisers, give them everything they need to look after their clients properly, and share the value they help create. No politics, no rigid hierarchy, no micromanagement. The leadership team has built and exited businesses before, and they''re doing it again with a clearer playbook this time.The roleYou''ll bring your existing client bank across and continue to look after them as part of a collaborative team of like-minded advisers. You''ll have full back-office, paraplanning, and administrative support, with all advice running through clean, established templates so you can focus on your clients rather than the process around them.What you''ll bringThis role is suited to an established adviser with a transferable client base. You will need:A portable client bank generating circa £200,000 in recurring annual revenue. This is the threshold for the role, and is essential. A clean regulatory record and either Level 4 Diploma (minimum) or Chartered ..... full job details .....

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