Financial Planner - AI - Enabled, Client - Centric Advisory Firm (Hybrid/Remote) A new era of financial planning-powered by AI, designed for client excellence. This is not a traditional wealth management role. This is a firm that uses AI as a strategic advantage-allowing you to spend the majority of your time where you add the most value: client interaction, relationship - building, and new client acquisition. By integrating AI across the business, the firm delivers 2-4 high - quality warm leads each week, while automated back - office processes, AI - assisted research, and AI - powered paraplanning dramatically reduce admin time. The result? Planners get to operate at their best-spending more time advising and less time managing workflow. The business operates on a transparent fixed - fee model, serves both wealth accumulators and retirees, and is built on values, integrity, and putting clients first. You''re treated like a partner-not a cog in a corporate machine. The culture is flat, collaborative, and fast-moving, with a genuine commitment to supporting both adviser success and exceptional client outcomes. Salary: Up to £60,000 base OTE: £100,000 to £200,00 earn over 40% of your fees. Long-term upside: Equity or growth share options available for high-impact contributors What Makes This Role Different AI - Enabled Operations AI handles large parts of the back office: initial research, suitability report drafting, document preparation, and workflow management.