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Independent Financial Advisor

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Job Description - Independent Financial Advisor

Independent Financial Adviser | £60,000 + Bonus + Car Allowance + Possible Route to Partner

?? Leicester | ? Hybrid | ?? Full Time | ? Outstanding Career Growth Opportunity

A long-established and highly respected Chartered financial planning firm is seeking a qualified and ambitious Financial Adviser to join their growing team in Leicestershire. This firm manages over £1bn in client assets and specialises in bespoke pensions, investments, and strategic planning for high-net-worth individuals across the UK.
This is a unique opportunity to step into a role with a clear and supported route to Partnership. You'll be backed by robust infrastructure — full paraplanning and admin support, mentoring, and internal technical training — allowing you to focus on what you do best: building trusted, long-term client relationships.

?? What You’ll Do:
  • Provide high-quality financial planning advice to new and existing clients
  • Apply strong technical knowledge in areas such as pensions, discretionary investments, and financial structures
  • Manage a portfolio of high-net-worth clients, reviewing needs and ensuring advice remains suitable
  • Build relationships with professional introducers such as solicitors and accountants
  • Maintain high standards of compliance and documentation in line with FCA regulations
? What You’ll Need:
  • Level 4 Diploma in Financial Planning (e.g. DipPFS or equivalent)
  • At least 5 years in a regulated advice role
  • Excellent technical and product knowledge across pensions, investments, and tax wrappers
  • A relationship-led approach with strong communication and analytical skills
  • Chartered status or working towards it (fully supported)
  • Experience with SIPP/SSAS is a bonus — in-role training will be provided
?? What’s on Offer:
  • Salary up to £60,000 (dependent on experience)
  • Annual performance bonus + car allowance
  • Private medical cover, health cash plan & 4x life assurance
  • 26 days’ holiday (increasing with service)
  • 5% employer pension contribution (increasing with service)
  • Laptop, mobile phone, and full remote setup
  • Long-term opportunity to gain equity and move into a Partnership
This role is ideal for a qualified adviser ready to accelerate their career in a high-performing yet genuinely supportive environment, where your development is invested in, and your future is taken seriously.

Ready to take the next step? Apply now for a confidential discussion.
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