Financial Advisor
CV Elite · Leicester, England ·
The Role
I am recruiting a Financial Planner (Financial Adviser, Financial Advisor, IFA) on behalf of Optimum Path Financial Planning, a leading Chartered and Accredited Financial Planning firm based in Leicestershire (LE7). The successful candidate will either be a qualified Financial Adviser or an Associate Financial Planner/Paraplanner with extensive client facing experience and who is ready to step into advising.
Providing fully holistic, independent lifestyle financial planning, this is an employed role, where you will work with and develop existing, HNW clients, as well as support with the generation of new business through referrals and networking, contributing to the on-going growth of the business.
The Opportunity
The successful Financial Planner (Financial Adviser, Financial Advisor, IFA) will be supported in achieving Chartered status (if not already attained) and will have the opportunity to make a meaningful impact on the future growth and success of the business.
In recognition of your contribution, there will be a pathway to a Senior Leadership/Directorship role, alongside the opportunity for share ownership.
The Person
The Financial Planner (Financial Adviser, Financial Advisor, IFA) will be a warm relationship builder who is caring, service orientated and values led, with the experience required to deliver a holistic financial planning service of the highest standard, providing clarity and empowering frequently complex, HNW clients to make informed decisions.
You will be aspirational and keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly. Salary and
Benefits
Up to £100,000 basic salary (dependant on experience) plus an exceptional benefits package including; profit share + pension (8% employers contribution) + on-going professional development (including study leave and fully funded study material and exams) + 33 days' holiday + private medical insurance + income protection benefit + death in service (4x salary) + flexible and hybrid working (c.2 days a week home working) + free parking, free electric vehicle charge and a cycle to work scheme.
The Company: Optimum Path Financial Planning are a Chartered and Accredited Financial Planning firm, based in beautiful offices in Rearsby, Leicestershire. With a rich 45-year history, they seamlessly blend tradition with innovation and are positioned at the cutting edge of the financial planning profession.
Primarily working with knowledge workers (engineers, academics, analysts etc.) and owners of knowledge businesses, they help them plan for, move into and enjoy their early retirement. They...