Position details
FINANCIAL PLANNER (DESK BASED)
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leicester
£40000 - £55000 15/04/2026
NJR16611
£40000 - £55000 15/04/2026
NJR16611
DESCRIPTION
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
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
Apply Now
