At a Glance
- Tasks: Advise clients on financial planning and build lasting relationships.
- Company: Independent financial planning firm with a client-first culture.
- Benefits: Competitive salary, clear bonus structure, and hybrid working options.
- Other info: Opportunity for career growth in a supportive team environment.
- Why this job: Join a respected firm and make a real impact in clients' financial futures.
- Qualifications: Experience in financial planning and strong client relationship skills.
The predicted salary is between 36000 - 60000 € per year.
A well‑established independent financial planning firm in North Leicester is keen to engage with an experienced adviser as the business continues to grow. The firm offers whole‑of‑market advice, with no product bias or corporate ties, and remains focused on delivering long‑term outcomes for clients.
The successful individual would work initially from the firm’s North Leicester office to support sign‑off requirements, with the potential to adopt a hybrid working model once processes and systems are embedded. The role includes advising existing clients and developing new relationships, supported by a paraplanning and admin team.
This may appeal to someone who values autonomy, who wants to be part of an independent firm with a strong client‑first culture, and who is looking for a clear and rewarding bonus structure linked to both new business and ongoing service.
We are keen to speak with advisers who are confident working with clients across all areas of financial planning and who are seeking a long‑term home within a respected, client‑led business.
Applicants must have the right to work in the UK. Standard referencing will apply.
- Seniority level: Mid‑Senior level
- Employment type: Full‑time
- Job function: Finance and Customer Service
- Industries: Investment Management and Financial Services
Financial Planner employer: Fram Search
Join a well-established independent financial planning firm in North Leicester, where you will thrive in a client-first culture that prioritises long-term outcomes. With a clear and rewarding bonus structure, opportunities for hybrid working, and a supportive paraplanning and admin team, this role is perfect for those seeking autonomy and professional growth in a respected environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to meet with potential employers, be ready to discuss your experience and how it aligns with their needs. Bring examples of your past successes in financial planning to the table – it’ll help you stand out from the crowd.
✨Tip Number 3
Don’t forget to follow up! After interviews or networking events, shoot a quick thank-you email to express your appreciation for their time. It’s a simple gesture that keeps you fresh in their minds and shows you’re genuinely interested in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you’re proactive and really keen on joining our team. Let’s make it happen!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your experience in financial planning, client management, and any relevant qualifications to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our client-first culture. Be genuine and let your personality come through.
Showcase Your Client Relationships:Since this role involves advising existing clients and developing new relationships, make sure to include examples of how you've successfully built and maintained client relationships in your application. We love to see that client-centric approach!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process.
How to prepare for a job interview at Fram Search
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest trends in wealth management and asset finance, as well as the specific services the firm offers. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Client Relationship Skills
Since this role involves advising existing clients and developing new relationships, be prepared to discuss your experience in building and maintaining client relationships. Share specific examples of how you've successfully managed client expectations and delivered value in previous roles.
✨Emphasise Your Autonomy
The firm values advisers who appreciate autonomy. Be ready to talk about times when you've taken initiative or worked independently to achieve results. Highlight your ability to manage your own workload while still delivering excellent service to clients.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This could include inquiries about the firm's approach to client service, their bonus structure, or how they support advisers in their professional development. It shows you're engaged and serious about finding the right fit for both you and the firm.
