Financial Planner

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Birstall

Hybrid

GBP 60,000 - 90,000

Full time

14 days+

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Job summary

An independent financial planning firm is seeking a Director for its North Leicester office. The role involves advising clients and developing relationships with the support of a dedicated team. Candidates should enjoy autonomy and possess expertise in financial planning. The firm offers a clear bonus structure tied to new business and ongoing service, with a potential for hybrid working arrangements.

Qualifications

Must have the right to work in the UK.
Experience in advising clients across all areas of financial planning.
Experience in independent or whole‑of‑market advisory environments.

Responsibilities

Advise existing clients and develop new relationships.
Support sign-off requirements from the North Leicester office.
Work with a paraplanning and admin team.
Collaborate across all areas of financial planning for long‑term outcomes.

Skills

Client relationship management

Financial planning expertise

Autonomy

Education

Financial planning degree or professional qualification

Tools

CRM software

Financial planning software

Job description

Director, Financial Services | Wealth Management | Asset Finance

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