Independent Financial Advisor

Job Description:

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.