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Financial Adviser - Leicester, Leicester
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Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
300abaae5f3f
Job Views:
6
Posted:
02.07.2025
Expiry Date:
16.08.2025
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Job Description:
Financial Adviser - Leicester
Our client is looking to welcome a Financial Adviser into their team in Leicester, to advise clients as appropriate to their circumstances and objectives.
You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:
- provide technical and investment advice on all aspects of client’s requirements and wealth management planning
- create, build and maintain long-term client relationships, through quality of service and advice
- communicate information to clients in a manner appropriate for their level of understanding
- maintain own knowledge of current affairs and the potential impact on client issues
- explain the potential benefits and disadvantages of various products and services recommended to clients
- conduct research and data analysis for both the client and special projects
- keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
- adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
- adopt an open, honest approach and deal with all aspect client affairs with integrity
The successful applicants will:
- have a Level 4 Diploma in Financial Planning
- have a minimum of 2 years’ experience in a Financial Adviser capacity
- have strong understanding of the full range of pensions and wealth management planning solutions
- be highly driven, self-motivated, have high initiative and be a good team player
- be able to research, analyse and interpret a diverse range of highly technical information
- possess excellent communication and negotiation skills
- have excellent literacy, numeracy, and IT skills
- be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
- have an ethical and professional approach to work
Qualification requirements
We expect an individual in this role to hold the following qualifications:
- The minimum level is “level 4” Diploma with the aim of achieving Chartered status
If you would like to apply for this position, then please email a copy of your CV to [emailprotected]
Apply for this job
Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }
Financial Adviser - Leicester
Our client is looking to welcome a Financial Adviser into their team in Leicester, to advise clients as appropriate to their circumstances and objectives.
You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:
- provide technical and investment advice on all aspects of client’s requirements and wealth management planning
- create, build and maintain long-term client relationships, through quality of service and advice
- communicate information to clients in a manner appropriate for their level of understanding
- maintain own knowledge of current affairs and the potential impact on client issues
- explain the potential benefits and disadvantages of various products and services recommended to clients
- conduct research and data analysis for both the client and special projects
- keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
- adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
- adopt an open, honest approach and deal with all aspect client affairs with integrity
The successful applicants will:
- have a Level 4 Diploma in Financial Planning
- have a minimum of 2 years’ experience in a Financial Adviser capacity
- have strong understanding of the full range of pensions and wealth management planning solutions
- be highly driven, self-motivated, have high initiative and be a good team player
- be able to research, analyse and interpret a diverse range of highly technical information
- possess excellent communication and negotiation skills
- have excellent literacy, numeracy, and IT skills
- be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
- have an ethical and professional approach to work
Qualification requirements
We expect an individual in this role to hold the following qualifications:
- The minimum level is “level 4” Diploma with the aim of achieving Chartered status
If you would like to apply for this position, then please email a copy of your CV to [emailprotected]
Apply for this job
Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); } #J-18808-Ljbffr