Job Description
Join One of the UK’s Most Respected Financial Planning Firms – Chartered, Award-Winning, and Built Around People. If you’re a qualified and client-focused Financial Planner ready to take the next step in your career, this is a unique opportunity to join a long-standing, independently owned firm.
The Partners are looking to hire a Financial Planner to look after an existing portfolio of HNW clients with typically over £500,000 AUM. You will receive full back-office support as well as marketing support to grow the client base and enhance your earnings.
Recognised as a Best Financial Adviser to Work For, this firm combines a strong heritage with a progressive outlook. You’ll be part of a collaborative, award-winning team based in Leicester where the focus is on long-term client outcomes, professional excellence, and team development – including a clear pathway to partnership
Salary & Benefits
Base Salary: Up to £65,000 (DOE) Bonus: Annual discretionary bonus scheme and an ongoing 10% bonus on validation
Car Allowance: Included
Benefits:
* Private Medical Insurance, Health Cash Plan Scheme, Enhanced Employer Pension (5%+ with service), Life Assurance (4x salary), 26 Days Holiday + Bank Holidays (rising with service), Christmas shutdown Laptop and Mobile Phone
Why This Opportunity Stands Out
* Chartered & Client-Centred: Built on more than 40 years of client-first advice and a Chartered commitment to excellence.
* Real Career Progression: Structured development, in-role training, and potential future equity participation.
* Established HNW Client Bank: Inherit and grow a portfolio of high-net-worth and ultra-high-net-worth clients.
* Industry-Leading Support: Full paraplanning and administrative backing, allowing you to focus on client relationships.
* This is a rare opportunity to join a firm with a rich legacy and modern infrastructure, where the adviser’s time is protected for what matters most – client engagement and strategic advice.
* You will provide holistic financial planning to an established portfolio of HNW clients, including retirement planning, investment management, and intergenerational wealth strategies. Specialist support is provided in SIPP, SSAS, and discretionary investment management, with in-house technical experts and Account Executives managing administrative functions.
Essential:
* Level 4 Diploma in Financial Planning
* Experience in a client-facing advisory role
* Excellent technical knowledge and understanding of pensions, investments, and tax planning
* Proven track record of building HNW client relationships