Financial Adviser
East Midlands (Leicestershire / Derby / Lincoln focus)
£55,000 – £75,000 DOE + Uncapped Bonus + Car Allowance


An exciting opportunity has arisen to join a fast-growing, PE-backed Financial Planning and award-winning firm.


Operating on an unrestricted employed model, this role offers genuine autonomy alongside the support, infrastructure, and lead flow of a high-performing national business.


The Role
You’ll take ownership of an existing client bank (c.100–150 clients) while continuing to grow your portfolio through a combination of:
*Internal referrals and stakeholder relationships
*Inbound leads
*Self-generated business across the Midlands and beyond


A key part of your success will be your ability to build trusted relationships with senior internal teams to unlock referral opportunities, alongside delivering a high-quality client experience that drives retention and growth.


About You
*Level 4 Diploma qualified (Chartered status preferred)
*10–20 years’ experience within Financial Advice
*Proven track record of converting leads and growing a client bank
*Comfortable managing client portfolios of 100–150+ clients
*Proactive, commercially driven, and self-motivated
*Strong client feedback and references
*Experience in Employee Benefits is advantageous (not essential)
*Willingness to travel across the Midlands, Home Counties, and London


What’s on Offer
*Travel expenses covered
*High-quality lead flow and internal referral network
*Clear opportunity to grow within a scaling, well-backed business
*Strong benefits package including DIS, flexible annual leave, further qualification support, flexible working hours, Health/Medical insurance, EAP and more!


If you’re looking for a role where you can take real ownership of your client bank while being supported to grow, this is well worth a conversation.