Financial Planner – Loughborough, Leicestershire
A well‑established and highly regarded independent financial planning firm in Loughborough is seeking an experienced Financial Planner to join their team. This role is ideal for someone with strong technical skills, excellent client‑servicing capabilities, and a genuine interest in building and managing long‑term client relationships.
The firm has around 20 staff, including directors and a range of advisors, and prides itself on delivering exceptional levels of service and trusted financial planning support to clients. Their advisers help clients build and protect wealth through tailored, holistic advice across a broad range of areas.
Role Overview
As Financial Planner, you will:
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Manage and develop your own client base, including servicing an existing portfolio and delivering high‑quality ongoing relationship management.
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Provide comprehensive financial planning advice, with an emphasis on understanding each client’s goals and delivering solutions that achieve them.
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Receive clients to help you build your book of business; bringing a transferable book is advantageous but not essential (even a small number of existing clients will accelerate your success).
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Deliver planning and advice across key service areas including investment advice and strategic planning, retirement planning, tax efficiency, cashflow planning, inheritance tax planning, protection (family and business) and mortgages.
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Uphold the firm’s values of listening, partnering with clients, acting with integrity, and delivering successful outcomes.
The role is primarily office‑based, with flexibility available once you’re established. Performance will be judged on results and high service standards, not on monitoring office hours.
Remuneration & Career Progression
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Competitive salary with a tiered bonus structure: once bonus validation reaches 1× salary, bonus is paid at 2%, 4%, 6%, 8% and increasing from there.
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Unlimited bonus potential and flexible base salary arrangements for the right candidate.
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Succession opportunities: one director is approaching retirement, creating long‑term growth potential and involvement in future leadership.
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Opportunity to take on additional clients and participate in practice growth or buy out options as they arise.
Candidate Profile
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Minimum Level 4 qualification in financial planning or equivalent (e.g., DipPFS or higher).
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Proven experience as a Financial Planner with a track record of delivering sound advice and managing client relationships.
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Commitment to providing excellent client service and managing ongoing client needs with professionalism.
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Strong communication skills and ability to work collaboratively within a team.
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A personality and approach that aligns well with existing leadership and supports continuity of service for clients.
This is a rare opportunity to join a respected financial planning practice with a broad service offering, excellent support infrastructure, and real potential for long‑term progression and client impact.
Sector:
- Financial Services
- Financial Planning
