Financial Planner - Client Bank Available

Financial Planner - Client Bank Available

Leicester Up to £50,000 + Benefits Level 4 Diploma Required

NJR Recruitment is working with a well-established boutique Wealth Management practice that provides bespoke financial advice to an extensive and loyal client base who are based in the Leicester area.

Due to continued growth, the firm is looking to appoint an experienced Financial Planner to join its expanding team in Leicester. You'll inherit a ready-made client bank of high-net-worth individuals, while also developing new client relationships through referrals and networking.

Working closely with two experienced Advisers, you'll receive ongoing support, guidance, and opportunities for professional development within a collaborative and forward-thinking environment.

Key Responsibilities:

• Deliver holistic financial planning advice across investments, pensions, and protection.
• Manage and grow an existing client bank, building long-term relationships.
• Identify and convert new business opportunities.
• Ensure all advice meets FCA regulatory standards and internal compliance requirements.
• The primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing service.
• Contribute to the success of the business by further developing the existing client bank, gaining referrals where possible and strengthening client relationships
• Increase income for the business by converting new leads and business opportunities
• Maintain a high profile for both self and the firm in the local business and professional sectors by way of planned and focused networking.
• Consistently comply with legislative, financial, procedural and quality requirements
• Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets

Requirements:

• Previous experience as a Financial Adviser or Wealth Manager is essential.
• Level 4 Diploma in Regulated Financial Planning (Chartered status desirable).
• Strong technical knowledge and excellent client relationship skills.
• Proactive, ethical, and driven to deliver outstanding client outcomes.

This is a fantastic opportunity to join a highly respected firm offering a supportive culture, a quality client bank, and clear opportunities for career progression.

Apply today or contact our specialist consultants quoting Ref: NJR16143