Financial Advisor

Leicester Based

Salary: Up to £60,000 DOE

Permanent, Full-Time, Hybrid Working

Are you an experienced Financial Advisor looking for your next opportunity within a supportive and growing organisation?

Regional Recruitment are recruiting for a Financial Advisor on behalf of a well-established business based in Leicester. This is an exciting opportunity for a motivated and client-focused individual who is passionate about delivering tailored financial advice and building long-term relationships with clients.

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

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

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

As Financial Advisor, you will also be expected to:
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

This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors.

If this Financial Advisor role is right for you Click to apply below.

To explore more roles available across the UK, please visit Regional Recruitment