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Assistant Financial Planner

Company

17918

Location

Leicester, Leicestershire

Posted

June 24, 2026

Position Overview

Assistant Financial Planner Leicestershire (our ref AL1411) Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn. Based in Leicestershire they service high net worth clients across the UK and this year they were delighted to receive for the fourth time a Best Financial Advisor to Work for award by Professional Advisor. ROLE OVERVIEW: This is a structured two-year development role designed for individuals aspiring to become Financial Planners.As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams.You will gradually take on more responsibi...

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