Financial Planner – East Midlands

Davies Group; East Midlands; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm is seeking an experienced Financial Planner to join their dynamic team in the Derby area. The ideal candidate will have over 2 years of experience managing a client portfolio valued at £5m+, along with proven success in business development. The role involves delivering tailored financial solutions and requires strong communication skills. This position offers a fantastic opportunity for professionals looking to make a significant impact in the financial industry.

Qualifications

• At least 2 years of experience in financial planning with a portfolio valued at £5m+.
• Proven success in attracting new clients through business development.
• Strong ability to communicate complex financial information clearly.

Responsibilities

• Build and manage a thriving client portfolio.
• Deliver tailored financial solutions to clients.
• Collaborate with team members while working autonomously.

Skills

Client portfolio management

Business development

Communication of financial information

Proactive work style

Collaboration with colleagues

Education

Level Four qualification through an accredited body

Relevant degree in finance or related disciplines

Job description

Are you a dedicated financial professional ready to make a meaningful impact? We are seeking an experienced and driven Financial Planner to join a dynamic team in the Derby area. This is a fantastic opportunity to leverage your expertise in building a thriving client portfolio while delivering tailored financial solutions that truly make a difference. If you’re passionate about guiding clients toward their financial goals and thrive in a fast-paced environment, this role is perfect for you.

What You’ll Need:

• At least 2+ years of experience, demonstrated by building a client portfolio valued at £5m+.
• Proven success in attracting new clients through effective business development strategies.
• Hold a minimum of Level Four qualification through an accredited body such as the CII or CISI.
• Possession of a valid Statement of Professional Standing.
• Strong ability to communicate complex financial information in a clear, straightforward manner.
• Capable of working independently with a proactive, self‑motivated approach, while also collaborating effectively with colleagues.
• Proven track record of producing high‑quality, timely outputs that balance a client‑focused approach with commercial objectives.

Nice to Have:

• Additional certifications or experience in specialized financial planning areas.
• Knowledge of the local Manchester market and client demographics.

Preferred Education and Experience:

• A relevant degree or professional qualification in finance or related disciplines.
• Minimum of 2 years’ experience within a similar financial planning role.

Other Requirements:

• Ability to work autonomously and maintain high standards of professionalism.
• Commitment to ongoing professional development.

Take the next step in your career today—join us in shaping the financial futures of our clients while advancing your professional journey in Manchester. Apply now and be part of a forward‑thinking team dedicated to excellence!