Financial Planner

Financial Adviser – Leicester| Employed | Up to £80,000 Base + Up to 35% Commission | HNW Leads Provided Salary: Employed base salary (validation at 1.2x basic) + commission up to 35% on new business Working pattern: Hybrid — office and client based We are working with a well-established, independently authorised financial planning firm in Lecister to recruit an experienced Financial Adviser on a permanent, employed basis. This is a new business-focused role with genuine infrastructure behind it. Unlike many adviser positions that leave you to generate your own pipeline from scratch, this firm provides centrally generated leads, a structured referral programme, and access to a network of professional introducers — all designed to put you in front of high-net-worth clients from day one. The earning structure is built to reward both the business you write and the ongoing client relationships you maintain — with commission rates of up to 35% across initial and renewal income. The firm also carries a pipeline of existing clients that strong performers may inherit as their growth is demonstrated. WHAT YOU WILL BE DOING New business development: • Building and growing your own client portfolio through the firm's lead programme, referral network, and your own professional connections • Attending and delivering client seminars and events to attract new HNW prospects • Forming and maintaining strategic partnerships with solicitors, accountants, and other professional introducers • Converting centrally generated leads and warm referrals into long-term client relationships Advice and client management: • Providing independent holistic financial planning advice across pensions, investments, protection, and estate planning to high-net-worth private clients • Conducting thorough fact-finds and building financial plans tailored to each client's objectives and circumstances • Delivering regular client reviews and maintaining FCA-compliant records throughout • Working with the in-house paraplanning and administration teams to deliver a high-quality, compliant client experience WHAT YOU WILL NEED Required: • Level 4 Diploma in Financial Planning (CII DipPFS or equivalent) — essential • Competent Adviser Status (CAS) confirmed • Demonstrable track record in new client acquisition and revenue growth • Confident engaging high-net-worth individuals and managing complex financial planning cases WHAT THE FIRM PROVIDES • Centrally generated HNW leads and a structured referral programme — a full pipeline from day one • Full paraplanning support — reports, research, and suitability letters handled so you focus on clients • Full administrative support — compliance, paperwork, and back-office handled by a dedicated team • Sponsorship and support towards Chartered Financial Planner status • Business development resources and marketing collateral • The infrastructure, brand recognition, and scale of a nationally respected wealth management business • A clear path to inheriting an existing client portfolio as your growth track record is established