Financial Planner,
Leicester
Up to £65,000 + uncapped bonus + benefits + Holiday + DIS + Pension
Are you an experienced Financial Adviser looking for a firm that genuinely has the infrastructure and technology in place so you can focus on what you do best, speaking to clients?
This is an excellent opportunity to join a growing, privately owned financial planning business with a high-performing adviser team. Due to continued success, they are now looking to expand the advising team for their next business phase.
The business has a strong track record of growth and is actively acquiring client banks, while investing heavily in technology, adviser development and the future of the proposition.
This would suit a Financial Adviser with a solid foundation who is looking to be recognised and fairly rewarded for the work they do, with strong incentives to maximise their earning potential.
The Role
- Manage and develop long-term client relationships through high-quality financial planning and advice.
- Typical week: 6 - 7 client review meetings alongside 3–5 new business / fact-find meetings per week.
- Identify opportunities to develop existing relationships and introduce new areas of advice.
- Deliver tailored advice across pensions, investments, retirement and broader wealth planning.
- Work closely with the firm's support team to ensure efficient and compliant delivery of advice.
- Make full use of the firm's technology, including AI and cash-flow modelling tools.
- Build a strong personal profile and contribute to the continued growth of the business.
The Person
- Experienced Financial Adviser with ideally 3+ years' experience.
- Senior Adviser experience would be particularly attractive.
- Level 4 Diploma in Regulated Financial Planning; Chartered status or progress towards this would be advantageous.
- Commercially minded with a proven ability or genuine appetite to generate new business.
- Strong relationship-building and communication skills.
- Confident conducting both review and new business meetings.
- Client-focused, professional and ambitious.
