Job Title: Financial Adviser

Industry: Financial Planning

Location: East Midlands (Hybrid working available)

Salary: Up to £50,000 (salary dependent on experience, annual salary review)

Job Reference: 10348

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established financial planning firm with a strong presence in Leicester.

This is a fantastic opportunity to join a business undergoing a period of growth and client bank transition, with two retiring advisers whose clients will be split and allocated to new advisers joining the business. You will therefore inherit an established client base from day one, alongside the expectation to actively develop and generate new business.

The majority of clients are based in the East Midlands, with advice delivered via Teams, telephone, and face-to-face meetings where appropriate. The client base consists primarily of Mass Affluent (MA) and High Net Worth (HNW) individuals.

The role is fully holistic, with advice areas including investments, pensions, inheritance tax (IHT) planning, and protection. Alongside servicing and developing your inherited client bank, you will be expected to generate new business through self-generation and referrals from existing clients.

The firm provides strong back-office support, including administration and paraplanning, allowing advisers to focus on client relationships and business development.

What’s on offer?

· Salary up to £50,000 (dependent on experience) & annual salary reviews

· Existing client bank to inherit

· Bonus structure (no validation percentage on new written business)

· Strong back-office support (admin and paraplanning)

· Client referrals and support with self-generation

· On-site parking provided

· Private medical insurance

· Hybrid working

· 23 days holiday plus bank holidays

· Car allowance

Skills and experience required:

· Level 4 Diploma in Financial Planning (or equivalent)

· Previous experience as a Financial Adviser within an IFA or Wealth Management environment

· Experience advising MA and/or HNW clients is highly beneficial

· Strong relationship-building and client-facing skills

· Ability to develop new business alongside servicing an existing client bank

· Confident delivering holistic financial planning advice

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Financial Adviser role in the East Midlands.

Our commitment to you:

· Start every journey with a conversation to find out about you in-depth

· Provide honest feedback on where you fit in the job market

· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you

· Take a holistic mindfulness approach – career happiness is rarely just about the money

· Cover the whole of the UK with a local touch through our regional teams

· Never pester you