Financial Plannner

Leicester Full-Time 42000 - 78000 £ / year (est.) No home office possible

Job Description

Join One of the UK’s Most Respected Financial Planning Firms – Chartered, Award-Winning, and Built Around People. If you’re a qualified and client-focused Financial Planner ready to take the next step in your career, this is a unique opportunity to join a long-standing, independently owned firm.

The Partners are looking to hire a Financial Planner to look after an existing portfolio of HNW clients with typically over £500,000 AUM. You will receive full back-office support as well as marketing support to grow the client base and enhance your earnings.

Recognised as a Best Financial Adviser to Work For, this firm combines a strong heritage with a progressive outlook. You’ll be part of a collaborative, award-winning team based in Leicester where the focus is on long-term client outcomes, professional excellence, and team development – including a clear pathway to partnership

Salary & Benefits

Base Salary: Up to £65,000 (DOE) Bonus: Annual discretionary bonus scheme and an ongoing 10% bonus on validation

Car Allowance: Included

Benefits:

Private Medical Insurance, Health Cash Plan Scheme, Enhanced Employer Pension (5%+ with service), Life Assurance (4x salary), 26 Days Holiday + Bank Holidays (rising with service), Christmas shutdown Laptop and Mobile Phone

Why This Opportunity Stands Out

Chartered & Client-Centred: Built on more than 40 years of client-first advice and a Chartered commitment to excellence.
Real Career Progression: Structured development, in-role training, and potential future equity participation.
Established HNW Client Bank: Inherit and grow a portfolio of high-net-worth and ultra-high-net-worth clients.
Industry-Leading Support: Full paraplanning and administrative backing, allowing you to focus on client relationships.
This is a rare opportunity to join a firm with a rich legacy and modern infrastructure, where the adviser’s time is protected for what matters most – client engagement and strategic advice.
You will provide holistic financial planning to an established portfolio of HNW clients, including retirement planning, investment management, and intergenerational wealth strategies. Specialist support is provided in SIPP, SSAS, and discretionary investment management, with in-house technical experts and Account Executives managing administrative functions.

Essential:

Level 4 Diploma in Financial Planning
Experience in a client-facing advisory role
Excellent technical knowledge and understanding of pensions, investments, and tax planning
Proven track record of building HNW client relationships

Financial Plannner employer: Ortus Psr

Join a prestigious, independently owned financial planning firm in Leicester, renowned for its commitment to client-centric service and professional excellence. With a strong focus on employee development, you will benefit from structured training, a clear pathway to partnership, and industry-leading support, all while managing a portfolio of high-net-worth clients. Enjoy a collaborative work culture that values long-term relationships and offers competitive benefits, including private medical insurance and an annual bonus scheme.