Financial Planner

Leicester Based

Salary up to £55,000

An exciting opportunity has arisen for an experienced Financial Planner to join a well-established and highly respected financial planning firm. With a strong heritage and client-first approach, this role offers the chance to work within a collaborative environment focused on delivering high-quality, tailored advice.

What’s on Offer

• Competitive salary with bonus potential
• Support towards Chartered status (if not already achieved)
• Strong administrative and paraplanning support
• Collaborative and professional team environment
• Long-term career development opportunities
• Office-based role with some flexibility

The Role

As a Financial Planner, you will manage your own portfolio of clients, providing holistic advice across pensions, investments, retirement, and estate planning. You will play a key role in building long-term relationships and delivering clear, effective financial strategies.

Key Responsibilities

• Deliver regulated financial advice across pensions, investments, and estate planning
• Build and maintain strong client relationships, understanding individual goals and objectives
• Use cashflow modelling tools to demonstrate planning outcomes clearly
• Manage ongoing client reviews and ensure compliance with regulatory requirements
• Collaborate with paraplanning and administration teams to support client delivery
• Identify and develop new business opportunities through referrals and networking
• Stay up to date with market developments, legislation, and regulatory changes
• Maintain CPD and uphold high professional standards

About You

• Minimum 5 years’ experience advising clients within financial services
• Chartered status (or close to achieving) preferred
• Strong knowledge of investments, pensions, tax planning, and retirement strategies
• Confident user of technology, including cashflow modelling tools
• Excellent communication and interpersonal skills
• Highly organised with strong attention to detail
• Commercially aware with the ability to generate new business
• Client-focused with a commitment to delivering high-quality advice

Why Apply?

This is a fantastic opportunity to join a forward-thinking firm with a strong reputation, where you can focus on delivering exceptional client outcomes while continuing to develop your career.

Apply today via NJR Recruitment or call quoting the reference NJR16611

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.