Holistic Financial Planner – Grow Your Client Base

Grove Talent Solutions; East Midlands; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Competitive bonus

5% employer pension contribution

Death in Service cover

Private medical insurance

25 days annual leave + bank holidays

CII qualification support

Job summary

Grove Talent Solutions in Northamptonshire is seeking an experienced Financial Planner to inherit an established client bank and drive growth through referrals, delivering holistic financial planning and compliant advice.

You will work closely with the Financial Planning Director and a supportive paraplanning team to expand client relationships, focus on long-term objectives, and provide ongoing service excellence across pensions, investments, protection and IHT planning.

Qualifications

• Level 4 Diploma in Financial Planning required
• Previous adviser experience within a financial planning or IFA environment
• Excellent verbal and written communication skills
• Genuine passion for building long-term client relationships

Responsibilities

• Provide holistic financial planning and regulated advice across pensions, investments, protection, and IHT planning
• Conduct detailed fact-finding meetings, cashflow modelling, and suitability assessments
• Create and present tailored financial plans aligned with clients' objectives and risk profiles
• Build and maintain long-term client relationships through regular reviews and proactive communication
• Ensure all advice meets regulatory requirements and internal compliance standards
• Work closely with paraplanners to produce accurate research and suitability reports
• Stay up to date with legislative changes, market developments and industry best practice

Skills

Verbal communication

Written communication

Education

Level 4 Diploma in Financial Planning

Job description

Grove Talent Solutions in Northamptonshire is seeking an experienced Financial Planner to inherit an established client bank and drive growth through referrals, delivering holistic financial planning and compliant advice.

You will work closely with the Financial Planning Director and a supportive paraplanning team to expand client relationships, focus on long-term objectives, and provide ongoing service excellence across pensions, investments, protection and IHT planning.