Financial Adviser

East Midlands (Leicestershire / Derby / Lincoln focus)

£55,000 – £75,000 DOE + Uncapped Bonus + Car Allowance

An exciting opportunity has arisen to join a fast-growing, PE-backed Financial Planning and award-winning firm.

Operating on an unrestricted employed model, this role offers genuine autonomy alongside the support, infrastructure, and lead flow of a high-performing national business.

The Role

You’ll take ownership of an existing client bank (c.100–150 clients) while continuing to grow your portfolio through a combination of:

• Internal referrals and stakeholder relationships
• Inbound leads
• Self-generated business across the Midlands and beyond

A key part of your success will be your ability to build trusted relationships with senior internal teams to unlock referral opportunities, alongside delivering a high-quality client experience that drives retention and growth.

About You

• Level 4 Diploma qualified (Chartered status preferred)
• 10–20 years’ experience within Financial Advice
• Proven track record of converting leads and growing a client bank
• Comfortable managing client portfolios of 100–150+ clients
• Proactive, commercially driven, and self-motivated
• Strong client feedback and references
• Experience in Employee Benefits is advantageous (not essential)
• Willingness to travel across the Midlands, Home Counties, and London

What’s on Offer

• Travel expenses covered
• High-quality lead flow and internal referral network
• Clear opportunity to grow within a scaling, well-backed business
• Strong benefits package including DIS, flexible annual leave, further qualification support, flexible working hours, Health/Medical insurance, EAP and more!

If you’re looking for a role where you can take real ownership of your client bank while being supported to grow, this is well worth a conversation.