Financial Planning Advisor – Long-Term Clients, OTE £100k

360-Recruitment; Leicester; On-site; GBP 75,000 - 100,000; Full time

Job summary

360-Recruitment partners with a well-established financial planning firm in Leicester to recruit a skilled adviser who will build lasting client relationships and deliver tailored financial plans. You’ll be supported to advance client outcomes and career growth.

You will use cashflow modelling tools, manage your own portfolio, conduct regular reviews, pursue new business, and stay compliant with FCA guidance. A strong track record and regulated qualification are essential.

Qualifications

• Level 4 Diploma in Regulated Financial Planning is required.
• At least five years’ relevant experience.
• OTE around £100,000 potentially achievable in your first year.

Responsibilities

• Build strong relationships with clients, understanding their financial goals and recommending suitable, tailored solutions.
• Proactively use cashflow modelling software to present and explain planning outcomes in a clear, client-friendly way.
• Manage your own client portfolio, including regular reviews, ongoing advice and compliance with all regulatory requirements.
• Actively pursue new business opportunities, including referrals from existing clients and networking.
• Maintain up to date knowledge of market developments, legislation, and FCA/Openwork guidance.

Skills

Relationship building

Communication skills

Financial planning

Client advisory

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Cashflow modelling software

Job description

360-Recruitment partners with a well-established financial planning firm in Leicester to recruit a skilled adviser who will build lasting client relationships and deliver tailored financial plans. You’ll be supported to advance client outcomes and career growth.

You will use cashflow modelling tools, manage your own portfolio, conduct regular reviews, pursue new business, and stay compliant with FCA guidance. A strong track record and regulated qualification are essential.