At a Glance
- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Join a supportive and growing organisation in Leicester.
- Benefits: Earn up to £60,000 with hybrid working and competitive bonuses.
- Other info: Enjoy ongoing training and excellent career progression opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience as a Financial Advisor and Level 4 Diploma in Financial Planning required.
The predicted salary is between 52500 - 52500 € 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? 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
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.
If this Financial Advisor role is right for you – Click to apply below.
Financial Advisor in Leicester employer: Regional Recruitment
Join a well-established and supportive organisation in Leicester as a Financial Advisor, where you will benefit from a competitive salary of up to £60,000, hybrid working options, and a robust bonus structure. Our commitment to employee growth is evident through ongoing training and clear career progression opportunities, all within a professional environment that values client relationships and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Leicester
✨Network Like a Pro
Get out there and connect with people in the finance industry! Attend networking events, join online forums, or even hit up LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised.
✨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.
✨Follow Up
After any interview or networking event, make sure to follow up with a thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role!
✨Apply Through Our Website
Don’t forget to check out our website for the latest Financial Advisor roles! Applying directly through us not only gives you access to exclusive opportunities but also helps us match you with the right position faster.
We think you need these skills to ace Financial Advisor in Leicester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles as a Financial Advisor and any relevant qualifications, like your Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about financial advising. Share specific examples of how you've built long-term client relationships and delivered tailored advice in the past.
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your application is clear and concise. Use professional language but let your personality shine through to show us you’re a great fit for our team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
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 procedures relevant to the role. Be prepared to discuss how you ensure compliance in your work and why it’s important in the financial advisory field.
✨Be Ready to Discuss Business Development
Think about your strategies for generating new business opportunities through networking and referrals. Have a few success stories ready to share that highlight your proactive approach to building your client portfolio.
