Financial Advisor

Description:

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.

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

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

About Regional Recruitment

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.

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