Financial Planner in LE19, Enderby, Leicestershire

Energy Jobline CVL; Enderby; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm based in Enderby is seeking a Financial Planner to provide high-quality advice tailored to individual client needs. The ideal candidate will possess a Level 4 Diploma in Financial Planning and have at least 5 years of advisory experience. This full-time role offers a competitive salary of up to £60,000 plus bonus and comprehensive benefits including a pension and holiday package.

Benefits

Bonus scheme

Car allowance

Health cash plan

Qualifications

• At least 5 years experience in an advisory role.
• Experience of working in the SIPP and SSAS marketplace is desirable.

Responsibilities

• Provide high-quality advice and outcomes for clients based on their needs.
• Manage client portfolios and ensure suitability of advice.
• Promote business and develop client relationships.

Skills

Excellent technical knowledge

Proven ability to acquire and develop new business

Excellent interpersonal and communication skills

Analytical skills

Education

Level 4 Diploma in Financial Planning (or equivalent)

Chartered Financial Planner status or working towards it

Job description

Financial Planner – Leicester (Ref AL1374)

Salary up to £60,000 per annum (dependent on qualifications, knowledge, and experience) plus bonus and benefits. Fully employed position.

My client is a Chartered, award‑winning wealth management company with client assets in excess of £1 bn. They serve high‑net‑worth and ultra‑high‑net‑worth clients across the UK and look to build long‑term client relationships based on trust, professionalism and support which is echoed in the staff approach.

Role Overview

The role is fundamentally to provide high‑quality advice and outcomes for clients based on their individual needs. You will apply technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by a team of account executives.

Key Tasks

• Review existing clients’ circumstances and advise as appropriate.
• Obtain the required information to enable a full analysis of the clients’ needs and construct appropriate solutions according to the principles of best advice.
• Create detailed notes for each meeting highlighting the clients’ objectives and confirming action points.
• Manage client portfolios – meet with clients annually to maintain and build relationships as well as ensuring suitability of advice.
• Promote business – explore opportunities and develop appropriate business relationships within a targeted geographical region. Establish contact with potential clients (solicitors and accountants).

Pay and Benefits

• Starting salary up to £60,000 per annum (dependent on experience).
• Annual salary review based on performance.
• Bonus scheme, car allowance, laptop and mobile phone, 4 × salary life assurance, 26 days’ holiday (increasing incrementally in recognition of continuous service), pension – 5 % employer contribution (increasing incrementally in recognition of service).
• Salary sacrifice scheme available; PMI scheme, Health Cash Plan scheme.

Person Specification – Essential Qualifications and Experience

• Level 4 Diploma in Financial Planning (or equivalent).
• Chartered Financial Planner status or working towards it.
• At least 5 years’ experience in an advisory role.

Desirable Qualifications and Experience

Experience of working in the SIPP and SSAS marketplace. Support is given to candidates who may not have worked with SIPP and SSAS specifically.

Essential Knowledge and Skills Required

• Excellent technical knowledge.
• Excellent product knowledge and their application in financial planning – SIPP, SSAS and discretionary management of investments for high‑net‑worth clients.
• Proven ability to acquire and develop new business.
• Proven experience of managing own portfolio of high‑net‑worth clients.
• Excellent interpersonal and communication skills.
• Analytical skills and the ability to work in a structured, planned manner.
• Knowledge of regulatory requirements relevant to the role.

If this role is of interest, please apply with an up‑to‑date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies. You can opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.