At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Supportive and growing organisation in Leicester.
- Benefits: Salary up to £60,000, hybrid working, and competitive bonuses.
- Other info: Ongoing training and excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Advisor and Level 4 Diploma in Financial Planning.
The predicted salary is between 60000 - 60000 € per year.
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?
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
- 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
Financial Advisor employer: Regional Recruitment
Join a dynamic and supportive organisation as a Financial Advisor in Leicester, where you will benefit from a competitive salary of up to £60,000 and a hybrid working model that promotes work-life balance. With a strong emphasis on career progression, ongoing training, and a collaborative work culture, this role offers the opportunity to build meaningful client relationships while being part of a professional team dedicated to your success.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor
✨Network Like a Pro
Get out there and connect with people in the financial industry! Attend local events, join online forums, or even hit up LinkedIn. Building relationships can lead to referrals and job opportunities that you won't find on job boards.
✨Show Off Your Skills
When you get the chance to meet potential employers, don’t hold back! Share your success stories and how you've helped clients achieve their financial goals. This is your time to shine and show them why you're the perfect fit for their team.
✨Follow Up After Interviews
After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great opportunity to reiterate why you’re the best candidate!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only streamlines the process but also shows your genuine interest in being part of our supportive and growing organisation.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Advisor role. Highlight your relevant experience, especially in financial planning and client management. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Qualifications:Don’t forget to mention your Level 4 Diploma in Financial Planning or any other relevant qualifications. If you're working towards Chartered status, let us know! We value ongoing professional development.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Regional Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products and services, especially pensions, investments, and protection. Be ready to discuss how you've used this knowledge in past roles to provide tailored advice to clients.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you've built and maintained strong relationships with clients. Think about specific instances where your communication skills made a difference in client satisfaction or retention.
✨Demonstrate Compliance Awareness
Familiarise yourself with FCA regulations and internal compliance procedures. Be prepared to discuss how you ensure compliance in your work and why it’s important in the financial advisory role.
✨Highlight Your Business Development Experience
Think of ways you've generated new business opportunities through networking and referrals. Share specific strategies that worked for you and how they contributed to your previous success as a Financial Advisor.
