Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver tailored financial advice and develop new business opportunities.
- Company: Reputable Chartered Accountancy firm in South Leicestershire.
- Benefits: Competitive salary, bonus scheme, and career growth opportunities.
- Why this job: Join a respected firm and build your own client portfolio with strong support.
- Qualifications: 4+ years as a Financial Advisor and Level 4 Diploma in Financial Planning.
- Other info: Flexible working hours and a supportive professional environment.
The predicted salary is between 60000 - 70000 £ per year.
A well-established and highly respected Chartered Accountancy firm based in South Leicestershire is looking to appoint an experienced Financial Advisor to join their growing team. This firm has built a strong reputation for providing high-quality professional services to a loyal client base of individuals, business owners and high-net-worth clients across the region. Due to continued growth and increased client demand, they are now seeking a motivated Financial Advisor who can deliver exceptional financial planning advice while contributing to the continued expansion of the firm’s financial services offering.
This is a fantastic opportunity for a commercially driven advisor to join a reputable firm with strong referral opportunities from an established accountancy client base, while still having the autonomy to build and grow their own portfolio.
Role Overview
As a Financial Advisor, you will be responsible for delivering high-quality, compliant financial advice to clients while actively developing new business opportunities. Working closely with the wider accountancy team, you will have access to a steady stream of referrals alongside the opportunity to grow your own client book through networking and proactive business development. This role is ideally suited to a hungry, driven and highly organised advisor who thrives in a professional environment and is motivated by both client outcomes and financial success. The successful candidate will be a self-starter with strong relationship-building skills, capable of managing their own pipeline while delivering an exceptional client experience.
Key Responsibilities
- Provide tailored financial planning advice across areas including pensions, investments, protection and retirement planning.
- Build and manage a strong pipeline of new business opportunities through networking, referrals and professional relationships.
- Develop long-term relationships with clients, acting as a trusted advisor and supporting their long-term financial goals.
- Work closely with the accountancy team to identify opportunities within the existing client base and maximise cross-referral potential.
- Maintain accurate and compliant client records in line with FCA regulatory requirements.
- Manage your client portfolio effectively while ensuring excellent levels of service and retention.
- Achieve agreed revenue and growth targets through both advisory work and proactive business development.
About You
We’re looking for a driven, commercially minded Financial Advisor who is passionate about providing high-quality financial advice and building a successful client portfolio. This role would suit someone who is ambitious, organised and motivated by performance and growth, and who enjoys both advising clients and developing new business opportunities.
Requirements
- Minimum 4 years’ experience working as a Financial Advisor / Independent Financial Advisor
- Level 4 Diploma in Financial Planning (or equivalent)
- CAS (Competent Adviser Status) preferred
- Proven ability to generate new business and build a client portfolio
- Strong networking and relationship-building skills
- Highly organised with excellent time management and pipeline management
- Professional, client-focused and commercially driven
- Full UK driving licence preferred
What’s in It for You?
- £60,000 – £70,000 basic salary
- Competitive bonus scheme with realistic OTE of £100k+
- Access to a well-established accountancy client base and referral network
- Opportunity to grow and develop your own client portfolio
- Monday – Friday working hours
- Office-based role with flexibility available for the right person
- Long-term career opportunity within a respected professional services firm (Study support)
- Supportive and professional working environment
Next Steps
Apply to this Financial Advisor role through this advert. If you would like more information about this role, please contact Chloe Raitt in our Commercial team on 0116 485 0057. If you have not been contacted regarding your application within 7 days, please assume that you have not been successful. We will, however, retain your application for any future roles for which you may be suitable.
Financial Adviser employer: Recruitment Services Ltd
Contact Detail:
Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Attend local events, join financial planning groups, and connect with other professionals. The more people you meet, the more opportunities you'll have to showcase your skills and find potential clients.
✨Tip Number 2
Leverage social media to build your brand. Share valuable insights about financial planning on platforms like LinkedIn. This not only positions you as an expert but also attracts clients who resonate with your approach.
✨Tip Number 3
Follow up with leads consistently. Whether it’s a coffee catch-up or a quick email, staying in touch shows your commitment and keeps you top of mind when they need financial advice.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream role.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Advisor role. Highlight your relevant experience, especially in financial planning and client management, to show us you're the perfect fit!
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Use specific examples of how you've generated new business or built strong client relationships. We love seeing numbers and results!
Keep It Professional Yet Personal: While we want to see your professional side, don’t forget to let your personality shine through. A bit of warmth and authenticity can make your application stand out in a sea of formal submissions.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Recruitment Services Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially in areas like pensions, investments, and retirement planning. Be ready to discuss how you've successfully advised clients in the past and how you can apply that experience to this role.
✨Showcase Your Networking Skills
Since this role involves building a client portfolio through networking and referrals, come prepared with examples of how you've developed professional relationships in the past. Highlight any successful networking events or strategies you've used to generate new business.
✨Demonstrate Your Organisational Skills
As a Financial Advisor, managing your pipeline is crucial. Be ready to talk about your time management techniques and how you keep track of client records and appointments. This will show that you're not just driven but also highly organised.
✨Align with Their Values
Research the firm’s reputation and values before the interview. Be prepared to discuss how your personal approach to client service aligns with their commitment to high-quality financial advice. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team.