About Find Peace of Mind

Find Peace of Mind is an independent financial planning firm based in Pitney, Somerset, founded in 2005. We are directly authorised by the FCA and deliver “full fat” financial planning to a select client base.

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Our work is about understanding what clients want their lives to look like and then aligning their finances to make that possible. It is a consultative, relationship-led process.

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We are a small team, which means everyone here has real responsibility from day one. You will see the full range of client work — cash flow modelling is typically the starting point, leading to technical work on pensions, investments, inheritance tax planning and protection. We also offer independent mortgage and equity release advice. We operate on a fixed fee basis, with no minimum asset or income levels. Anyone who values our advice is welcome as a client.

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The Opportunity

We are looking for someone who wants to build a career in financial planning and is excited by the prospect of making a real difference in a growing firm.

 

This is an opportunity to join a genuinely independent firm, to learn from an experienced chartered financial planner, and develop into a qualified adviser with your own client relationships over time.

 

In the short term, the role is hands-on and varied: case administration, client research, and report drafting. As your knowledge and qualifications develop, you will take on progressively more of the advice process — preparing recommendations, attending client meetings, and eventually running your own cases under supervision.

 

We are also building AI-assisted tools into our report writing and research process. You will help shape how we use that technology effectively — which is increasingly relevant across the whole profession.

 

Day to Day

What you will be doing

• Case administration — preparing client files, gathering information, managing paperwork through to completion

• Research — fund analysis, platform comparisons, product research to support recommendations

• Report drafting — producing suitability letters and client reports from structured adviser briefs

• Client contact — liaising with clients and providers by phone and email

• Contributing to our use of AI tools in the advice process

• Gradually taking on more of the advice process as your qualifications and confidence develop

 

What we are looking for

• Intelligent and curious — you ask good questions and want to understand the answers

• Meticulous attention to detail — financial planning is not a profession where close enough is good enough

• Self-managing — you take ownership of your work without needing to be chased

• Comfortable challenging ideas — we want someone who pushes back when something does not look right

• Some financial services exposure is helpful but not essential — aptitude and values matter more

• Working toward Level 4 Diploma in Financial Planning, or willing to start

 

What We Offer

Career development

• A genuine, clearly defined pathway to becoming a qualified financial adviser at FPoM

• Full funding for Level 4 Diploma in Financial Planning

• Reasonable paid study leave for exams and revision

• Direct exposure to complex, technical client work from day one

• Supervision and mentoring from an FPFS-qualified chartered financial planner

 

Working arrangements

• Hybrid and flexible working — we care about output, not hours in a seat

• Full time or part time considered for the right person

• Small, collegiate team based in Pitney, Somerset

• Salary £28,000–£32,000 depending on experience and hours

• Salary reviewed as qualifications progress and responsibilities grow

 

The Adviser Pathway

If you join us demonstrate a good fit with the culture of the firm — we will support you to become a qualified adviser at FPoM. That means:

• Completing your Level 4 Diploma with our support and funding

• Moving progressively into the advice process as your knowledge and confidence grow

• Taking on your own supervised client cases once you hold the required qualifications

• Building your own client relationships within an established, well-regarded firm.

 

Most people take two to three years to complete the Diploma alongside working but this is flexible. 

 

How We Work

We are small by design — it means we can do better work for fewer clients and stand behind everything that we deliver.

 

We are curious, direct, and we take the work seriously without taking ourselves too seriously. We expect people to think for themselves, say what they think, and take ownership of their mistakes as readily as their successes.

 

We are looking for someone to help shape what we become. That is an opportunity, but it also means some things will not be perfectly defined and you will need to be comfortable with that.

 

 Interested?

To express interest, send a short email — not a cover letter template — telling us:

• what interests you about this role and why you think you are suited to it

• what you are currently doing and what is prompting you to consider something different

 

Email Emily Macpherson: emily@findpeaceofmind.co.uk

 

No agencies. No generic applications. If you take the time to write something real, we will take the time to read it.