Financial Advisor

Financial Advisor

Full-Time No home office possible
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Financial Advisor Location : Leicester(Hybrid – minimum 2 days office-based) Salary : £40,000 – £45,000basic 25% Bonus scheme Employer : Independent Financial Practice (affiliated with a respected accountancy firm)

A unique opportunity has arisen for a qualified Financial Advisor (Level 4 minimum, ideally Chartered) to join a successful, forward-thinking wealth management practice that operates as part of a well-established accountancy firm.

You’ll be the firm’s primary Financial Advisor , responsible for existing client relationships — predominantly families and business owners. The firm provides a steady stream of quality leads , with introductions flowing naturally from the accountancy side of the business.

This is a hybrid role , typically two days in their Leicester officeand the remainder from home. The office offers a modern, open-plan environment with access to hot desks, a private meeting room and boardroom, parking, as well as a laptopand a phone.

You will be an experienced Financial Advisor, supported by an administrator. You’ll focus on delivering expert advice across :

  • Investment, Pension, and Retirement Planning
  • Inheritance Tax and Estate Planning <…

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Contact Detail:

Blusource Recruiting Team

Financial Advisor
Blusource
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