Financial Advisor
Leicester Based
Salary: Up to £60,000 DOE
Permanent, Full-Time, Hybrid Working
Overview
Are you an experienced Financial Advisor looking for your next opportunity within a supportive and growing organisation?
What’s on Offer
* Salary up to £60,000 depending on experience
* Hybrid working available
* Competitive bonus structure
* Career progression opportunities
* Supportive and professional working environment
* Ongoing training and professional development
Qualifications
Essential:
* Previous experience as a Financial Advisor, Independent Financial Advisor, or similar role
* Level 4 Diploma in Financial Planning or equivalent qualification
* Strong knowledge of financial products and services including pensions, investments, and protection
* Excellent communication and relationship-building skills
* Ability to manage and develop a portfolio of clients
* Strong attention to detail and compliance awareness
Desirable:
* Chartered status or working towards Chartered qualification
* Experience using CRM and financial planning systems
* Proven ability to generate new business opportunities through networking and referrals
Roles & Responsibilities
* Provide professional and tailored financial advice to clients based on their individual circumstances and goals
* Build and maintain strong long-term relationships with new and existing clients
* Conduct financial reviews and recommend suitable financial products and services
* Generate new business opportunities through referrals, networking, and relationship management
* Maintain accurate client records and ensure compliance with FCA regulations and internal procedures
* Work closely with paraplanners and administrative support teams to deliver excellent client service
* Keep up to date with industry regulations, market trends, and financial products
Requirements
* Be professional, driven, and client focused
* Demonstrate strong organisational and time management skills
* Work effectively both independently and as part of a team
* Deliver a high standard of customer service at all times
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