Financial Planner

Financial Adviser

Location: Loughborough

Salary: 40-60k, DOE (Dependent on Experience)

Working Pattern: Hybrid

About the Firm

Established in 1995, our client is a distinguished independent financial planning practice that has spent nearly three decades building deep, supportive relationships with clients and their families. Based in the heart of Loughborough, they are a values-driven team that prides itself on a "common-sense" approach to wealth management, focusing on holistic planning, empathy, and integrity. They have successfully combined the personal feel of a local boutique with the technical expertise required to manage complex portfolios, ensuring their clients' lifestyle aspirations are secured for the long term.

The Opportunity

They are looking for an experienced Financial Adviser to join the growing team. This role is ideal for a professional who enjoys the balance of nurturing existing client relationships while actively seeking out and onboarding new business. You will be supported by an established administrative and compliance infrastructure, allowing you to focus on what you do best: providing high-quality advice.

Key Responsibilities

• Client Servicing: Actively manage and service a portfolio of existing clients, ensuring their financial plans remain aligned with their long-term goals. • Business Development: Take responsibility for bringing new clients on board, leveraging the firm's reputation and your own networking capabilities. • Holistic Advice: Provide regulated advice across a broad range of areas, including pensions, investments, and retirement planning. • Report Writing: Utilize our internal guidance templates to produce your own high-quality suitability reports. • Compliance & Admin Liaison: Work closely with our dedicated admin and compliance support teams to ensure all cases meet regulatory standards.
Requirements

• Proven experience as a Financial Adviser, along with a Level 4 or 6 Diploma and a track record of quality advice and client retention. • Ideally based in or near Loughborough for consistent office-based collaboration. • Strong technical proficiency and the ability to draft clear, concise reports. • A proactive mindset toward both client servicing and new business acquisition.
What We Offer

• Salary DOE: A competitive base salary tailored to the quality and experience of the individual. • Reward Structure: An attractive bonus scheme that rewards both new business generation and the retention of existing clients (renewal). • Robust Support: Full access to administrative and compliance support, along with limited technical support to assist your workflow. • Collaborative Environment: Join a friendly and supportive culture with a long-serving, experienced team.

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Financial Planner | Loughborough, UK