We are working on an exclusive mandate with a culturally distinct, mid-sized IFA firm, who are on a significant growth trajectory, and are seeking a new Financial Planner for their Leicester office. With over £1Bn asset under influence, this firm is large enough to provide stability, yet nimble enough to put ideas and changes into place quickly. They have a genuine focus on creating long-term career opportunities for their staff and using their business to improve the lives of the clients and local community. The office environment has a professional but relaxed feel, and you will work within a high calibre, vibrant and collegiate team. Joining a large team of advisers in their Leicester office, you will take over a mass-affluent client base (c£30M AUM) and provide holistic, independent financial planning advice, ably supported by experienced Paraplanners. With their significant growth plans, there is plenty of scope for future career development opportunities.In addition to a competitive basic salary and comprehensive benefits package, there is a generous formulaic bonus scheme.The ideal candidate will be a highly driven individual, passionate about ethical, client centric, independent financial planning and about building their career in this space.
Back to searchFinancial Planner - client base provided, Leicester
BWD Search & Selection
Posted 12 hours ago, valid for 22 days
Leicester, Leicestershire LE5 3TB
Full Time
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Sonic Summary
- We are seeking a Financial Planner for a mid-sized IFA firm in Leicester that is experiencing significant growth.
- The firm manages over £1Bn in assets and offers a stable yet dynamic work environment focused on career development.
- The role involves taking over a mass-affluent client base with approximately £30M in assets under management and providing holistic financial planning advice.
- Candidates should have at least 3 years of experience in financial planning and a passion for ethical, client-centric practices.
- In addition to a competitive salary, the position includes a comprehensive benefits package and a generous bonus scheme.
