Financial Planner - Up to £85,000 DOE - East Midlands (Nottingham, Derby, Leicester)
I'm excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their East Midlands patch.
This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.
This is a remarkable opportunity to work with a market-leading business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients, handling complex financial cases as well as have excellent record of new business generation.
Key Requirements:
- Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
- Confident in managing HNW clients and navigating intricate casework.
- Passionate, proactive, and self-motivated.
What's on Offer:
- Competitive basic salary
- Highly attractive bonus structure - linear bonus scheme (more details to follow)
- An additional % of base salary that you can use towards a range of benefits including electric cars through salary sacrifice, additional protections for you and your family, and discounted gym memberships
- Up to 30 days annual leave + bank holidays
- Flexible, hybrid working arrangements.
- Private medical insurance
- Enhanced family insurance
The successful candidate will need to live local to the East Midlands.
Financial Advisor in Leicester employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
