Financial Planner - Loughborough, Leicestershire A well-established and highly regarded independent financial planning firm in Loughborough is seeking an experienced Financial Planner to join their team. This role is ideal for someone with strong technical skills, excellent client-servicing capabilities, and a genuine interest in building and managing long-term client relationships. The firm has around 20 staff, including directors and a range of advisors, and prides itself on delivering exceptional levels of service and trusted financial planning support to clients. Their advisers help clients build and protect wealth through tailored, holistic advice across a broad range of areas. Role Overview As Financial Planner, you will: Manage and develop your own client base, including servicing an existing portfolio and delivering high-quality ongoing relationship management. Provide comprehensive financial planning advice, with an emphasis on understanding each client''s goals and delivering solutions that achieve them. Receive clients to help you build your book of business; bringing a transferable book is advantageous but not essential (even a small number of existing clients will accelerate your success). Deliver planning and advice across key service areas including investment advice and strategic planning, retirement planning, tax efficiency, cashflow planning, inheritance tax planning, protection (family and business) and mortgages. Uphold the firm''s values of ..... full job details .....