Independent Financial Adviser in Leicester

Independent Financial Adviser – Newark, Existing Client Bank, Career Development An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service. This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations. Key responsibilities include: * Providing ongoing financial advice and support to existing clients * Developing new financial services business alongside Partners and Fee Earners * Reviewing client portfolios in line with ongoing service agreements * Identifying client needs and researching the market to provide suitable recommendations * Maintaining high performance and client care standards * Keeping the firm’s case management system fully up to date * Ensuring all business activities are conducted compliantly and efficiently * Working in accordance with firm policies, FCA regulations and best practice standards * Cooperating fully with the Compliance Manager and Money Laundering Reporting Officer * Occasional travel to other offices may be required The Candidate The ideal candidate will hold a diploma-level financial services qualification. They will possess a strong understanding of investments, pensions and inheritance tax planning, alongside excellent communication and relationship management skills. Candidate qualifications * Strong Microsoft Office skills, including Word, Excel and PowerPoint * A strategic yet hands-on approach to work * Excellent analytical and problem-solving abilities * The ability to build strong working relationships at all levels * The ability to work effectively under pressure and to deadlines * A proactive attitude with strong integrity and empathy * Team-oriented mindset with a good sense of humour Desirable experience * Degree-level education or equivalent experience * Trust investment experience * Experience using case management systems * Understanding of confidentiality and data protection requirements The Package * Monday to Friday working hours (9:00am - 5:15pm) * Competitive salary depending on experience * Regular performance related salary review * Competitive holiday allowance * Employee assistance programme * Salary exchange pension scheme * Life assurance (3x salary) * Income protection * Staff discount #J-18808-Ljbffr