An established and highly regarded independent financial planning firm is looking to appoint an ambitious Financial Planner to join its growing team in Leicester.
This is an excellent opportunity for an Adviser who enjoys developing new client relationships and wants to be part of a business with a strong reputation, excellent market presence and a collaborative culture. You'll have the freedom to build your own client base while being supported by an experienced paraplanning, administration and compliance team.
The firm prides itself on delivering high-quality, holistic financial planning and is committed to providing clients with tailored, long-term advice.
The Role
As a Financial Planner, you will:
- Deliver holistic financial planning advice across pensions, investments, protection and retirement planning
- Build and develop your own portfolio of clients through networking, professional connections and business development
- Create and maintain long-term client relationships built on trust and exceptional service
- Work closely with an experienced paraplanning and client support team, allowing you to focus on advising clients
- Ensure all advice is delivered in line with FCA regulations and internal compliance standards
- Contribute to the continued growth and success of the business
About You
To be successful in this role, you will have:
- Experience as an Independent Financial Adviser or Financial Planner
- A minimum of level 4 Diploma in Financial Planning
- Strong technical knowledge across pensions, investments and holistic financial planning
- A proactive approach to business development and relationship management
- Excellent communication and interpersonal skills
- A genuine passion for delivering exceptional client outcomes
What's on Offer
- Basic salary up to £75,000
- Competitive bonus scheme
- Full paraplanning and administrative support
- Hybrid and flexible working
- Ongoing professional development and career progression
- Comprehensive benefits package
- A collaborative, supportive and client-focused culture
This is an excellent opportunity to join a respected financial planning firm where you'll have the autonomy to grow your own client portfolio while being backed by an established business with an excellent reputation in the market.
If you're an ambitious Financial Planner looking for your next opportunity, we'd love to hear from you. Apply today for a confidential discussion.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financial Planner in Leicester employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
