Financial Planner

Recruit Wealth Ltd; Leicester Forest East; On-site; GBP 90,000 - 110,000; Full time

Benefits offered by this job

Private medical insurance

Bonus schemes

Established client bank with AUM

Administrative support

Access to technology and resources

Long-term career opportunities

Job summary

Recruit Wealth Ltd in Leicester is seeking an experienced Financial Planner to join its advisory team. You will take ownership of a substantial client bank with significant AUM and recurring income, supported by admin and paraplanning resources.

In this role, you will conduct regular reviews, identify broader financial planning needs, generate new advice, and convert opportunities while enjoying an established platform and long-term career development.

Qualifications

• 3+ years’ experience providing regulated financial advice across wealth management.
• CAS & SPS exposure.
• Proven track record of maintaining clients and generating new advice business.
• Strong commercial awareness to identify opportunities within an existing client bank.
• Excellent technical knowledge across pensions, investments, retirement and wealth planning.
• Confident client conversations; ability to generate referrals.
• Experience using cashflow modelling and financial planning technology.
• Chartered status ideally or commitment to achieve it.

Responsibilities

• Own an established client bank and conduct regular annual reviews.
• Generate new advice and convert opportunities.
• Provide high-quality financial planning with dedicated support.
• Develop relationships to grow recurring income within clients.

Skills

Wealth management

Regulated advice

Client relationship management

Cashflow modelling

Financial planning software

Pensions and investments

Business development

Chartered status (advantage)

Tools

Cashflow modelling tools

Financial planning software

Job description

Senior Financial Planner Leicester

An established and performing client bank Significant AUM High basic salary and bonuses

We are working with an established, highly regarded independent financial planning business looking to appoint an experienced Financial Planner to join its advisory team in Leicester.

This is a stand out opportunity for a Financial Planner to take responsibility for a substantial existing client bank, with considerable assets under management, providing an immediate platform to generate further income and develop existing relationships.

You’ll benefit from an established portfolio, dedicated administrative/paraplanning, operational support and the opportunity to focus on delivering quality financial planning.

The Opportunity

You’ll take ownership of an established client bank, conducting regular annual reviews, identifying wider financial planning requirements, generating new advice and converting further opportunities.

With an experienced support team, you’ll have the time and resources to concentrate on your clients.

What We’re Looking For

We’re keen to speak with Financial Planners who can demonstrate:

• At least 3 years’ experience providing regulated financial advice across wealth management
• CAS & SPS
• A proven track record of maintaining clients, as well as the ability to generate new advice business.
• Strong commercial awareness and the ability to identify opportunities within an existing client bank.
• Excellent technical knowledge across pensions, investments, retirement and wider wealth planning.
• Confidence leading client conversations, identifying additional needs and generating referrals.
• Experience using cashflow modelling and financial planning technology.
• Excellent relationship management and communication skills.
• Ideally Chartered status or a commitment to achieving it, would be advantageous.

What’s On Offer?

• A substantial basic salary, up to 100k, dependent on experience and capability.
• Individual and company performance related bonus schemes
• Private medical insurance.
• An established client bank with significant AUM and recurring income.
• Dedicated administrative and operational support.
• Access to excellent technology, resources and infrastructure.
• On-going professional development and long-term career opportunities.
• Superb, professional office environment for office days

About You

You’ll be a confident, highly engaging Financial Planner who enjoys building long-term relationships, identifying new advice opportunities and making a genuine contribution to clients lives.