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Financial Planner, Leicester (SK-553)

£40000 - £50000 plus car allowance, benefits, bonuses

Employed Financial Planner opportunity in Leicester

Our Client is interested in further expanding its Financial Planning team by bringing in a high-class Adviser into the business. 

Your knowledge and skills:

  • You will need to have a proven track record (5 years +) of providing technical advisory services to high net worth clients
  • A confident networker who can attract new client and business opportunities
  • Minimum of Level 4 qualified, and committed to achieving Chartered status

The opportunity:

  • The company has been around for well over 30 years and has built an enviable reputation, providing advice to families across many generations
  • The firms’ client bank is diverse and extremely loyal, an example of the tremendous levels of advice and support given to them
  • Advice is very much client focused, with recommendations being tailored to every individual’s needs
  • You will provide a high quality financial planning advisory service to both existing and prospective clients, as well as explore new opportunities
  • You receive allocated support from the back-office team, giving you on-hand technical and administration support
  • As an authorised adviser, you will be required to provide a technical level of Financial Advice across the full spectrum of products, Pensions (inc SIPP and SSAS) and Investments
  • Remain compliant at all times and acting in-line with TCF

Terms and Benefits:

  • Salary - £40,000 to £50,000 subject to qualifications, experience and proven business development record
  • Bonus scheme
  • Car allowance
  • Mobile Phone and laptop
  • Life assurance
  • Private Medical Insurance
  • Pension – 5% employer contribution with incremental progression in recognition of long service. 24 days’ holiday, increasing incrementally in recognition of service, plus statutory holidays
  • Childcare assistance programme
  • Free parking
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: