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Job Title:Chartered Financial Planner / Wealth ManagerLocation: Sleaford, Lincolnshire (Initially office-based, hybrid option after full induction)Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.About the RoleMoney Minder Financial Services (UK) Ltd is an independently owned Chartered Financial Planning Firm and Investors in People accredited business with over 26 years of trusted client relationships. We are seeking a highly capable Chartered Financial Planner (or near-Chartered) to join us as part of a carefully structured succession plan.This is a rare opportunity to inherit, nurture and develop a significant portfolio of long-standing clients, many of whom have entrusted their lifetime savings to Money Minder over many years.You will deliver exceptional retirement, pension, investment, and financial planning advice while contributing to the ongoing growth and evolution of our highly trusted and innovative business.Why Join Money Minder?Succession opportunity with a substantial client bank to inherit and build upon.Independently owned not part of any consolidator groupEducational advice philosophy no sales quotas or cold-callingFully established word-of-mouth referral network and retirement planning workshop leadsFull paraplanning, administration, compliance, educational tools and AI-powered support systemsIn-house AI technology supports advice delivery, reviews, compliance and suitability checkingDirect mentoring from our Founder & Managing Director, Ray Black MSc FPFSProtected client-first culture prioritising long-term relationshipsClear leadership and personal development pathwayWhat Were Looking ForEssential:Chartered Financial Planner status (or very close to achieving within 12-24 months)Significant client relationship management experience across pensions, investments, retirement planning, IHT & Estate Planning, and cashflow modellingHigh ethical standards, strong emotional intelligence, and outstanding client rapportCommercially aware with proven ability to retain and develop client relationships (not transactional sales-focused)Open to hybrid Human/AI advice delivery supported by online educational contentCommitted to long-term career growth within a stable, values-led firmDesirable:Good knowledge of Public Sector Pension SchemesExperience creating client education content (written, video, seminar or webinar)Compensation & BenefitsHighly competitive basic salary (guideline: 60,000 80,000 for the ideal candidate)Annual bonus / salary growth linked to business performance and funds under management growthEmployer pension contributions, death in service benefits, group income protectionFull support infrastructure paraplanning, administration, compliance, AI tools and educational platformsDirect mentoring and long-term succession leadership developmentThe StandardThis is a highly selective and important appointment, reflecting the trust our clients place in Money Minder and the significance of this succession pathway. We are seeking a values-led adviser who combines technical excellence, emotional intelligence, and a long-term commitment to both our clients and the future direction of the firm. For the right candidate, this represents a rare opportunity to inherit an exceptional client base, contribute to the ongoing evolution of Money Minder, and build a highly rewarding long-term career.How to ApplyTo apply, please submit:Your CVA short covering letter explaining why you believe you are the ideal candidate for this role and how your experience aligns with Money Minders client-first succession opportunity.Applications by email only: careers@money-minder.comInitial applications will be reviewed by Directors. Shortlisted candidates will complete additional values and competency screening prior to interview.Strictly no agencies.