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Independent financial advisor

Leicester
Freelance
Four Squared Recruitment Ltd
Independent financial advisor
Posted: 1 September
Offer description

Independent Financial Adviser £60,000 + Bonus + Car Allowance + Possible Route to Partner

Leicester Hybrid Full Time Outstanding Career Growth Opportunity

A long-established and highly respected Chartered financial planning firm is seeking a qualified and ambitious Financial Adviser to join their growing team in Leicestershire. This firm manages over £1bn in client assets and specialises in bespoke pensions, investments, and strategic planning for high-net-worth individuals across the UK.
This is a unique opportunity to step into a role with a clear and supported route to Partnership. You'll be backed by robust infrastructure full paraplanning and admin support, mentoring, and internal technical training allowing you to focus on what you do best: building trusted, long-term client relationships.

What You ll Do:
* Provide high-quality financial planning advice to new and existing clients
* Apply strong technical knowledge in areas such as pensions, discretionary investments, and financial structures
* Manage a portfolio of high-net-worth clients, reviewing needs and ensuring advice remains suitable
* Build relationships with professional introducers such as solicitors and accountants
* Maintain high standards of compliance and documentation in line with FCA regulations
What You ll Need:
* Level 4 Diploma in Financial Planning (e.g. DipPFS or equivalent)
* At least 5 years in a regulated advice role
* Excellent technical and product knowledge across pensions, investments, and tax wrappers
* A relationship-led approach with strong communication and analytical skills
* Chartered status or working towards it (fully supported)
* Experience with SIPP/SSAS is a bonus in-role training will be provided
What s on Offer:
* Salary up to £60,000 (dependent on experience)
* Annual performance bonus + car allowance
* Private medical cover, health cash plan & 4x life assurance
* 26 days holiday (increasing with service)
* 5% employer pension contribution (increasing with service)
* Laptop, mobile phone, and full remote setup
* Long-term opportunity to gain equity and move into Partnership
This role is ideal for a qualified adviser ready to accelerate their career in a high-performing yet genuinely supportive environment, where your development is invested in, and your future is taken seriously.

Ready to take the next step? Apply now for a confidential discussion. #J-18808-Ljbffr

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