Job Description 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.
Private Client Financial Planner in Leicester employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
