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Financial Planner, Leicester (JR-909)

£40000 - £60000 + bonuses, car allowance + benefits

We have had an excellent opportunity in for a Financial Planner in Leicester.

The business is well established having been around for nearly 50 years. They specialise in providing Financial Planning advice to corporate and private clients.

This is a great opportunity where you will be required to manage an active client bank, providing a holistic Financial Planning service across Pensions, Investments and Protection to a range of clients.

Based from offices in Leicester, you’ll be required to travel to see clients where necessary.

The position comes with a competitive salary, bonuses and good range of employee benefits.

The Role

  • Develop a client bank on behalf of the company, strengthening relationships and seizing opportunities
  • Provide regulated Financial Planning advice on Pensions, Investments and Protection
  • Provide a first-class level of client service that exceeds expectations, growing the client bank through referrals
  • Operating as efficiently as possible to support the business in meeting set budgets
  • Comply with legislative, financial, procedural and quality requirements
  • Stay informed of industry changes and updates with a desire to continue self-development
  • Work closely with the Back-office team of Administrators and Paraplanners
  • Office and parking provided with training on back office system, Adviser Office

About You

  • 5 years + in a face to face environment
  • Proven track record of providing holistic Financial Planning
  • Excellent technical understanding of complex pensions and investments
  • At working towards Chartered Financial Planner status
  • Up to date Statement of Professional Standing and CAS
  • Self-motivated with a positive outlook
  • Excellent team player

Salary and Employee Benefits

  • Competitive pay and bonuses
  • Paid holiday
  • Group pension plan
  • Health schemes
  • Car allowance
Employment type: 
Employed (Full Time)
Financial Planning
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