Wealth Planner/Financial Adviser – Hybrid, Inherited £12M FUM in Hinckley

Wealth Planner/Financial Adviser – Hybrid, Inherited £12M FUM in Hinckley

Hinckley Full-Time No working from home possible
Synergy Personnel Services

Synergy Personnel Services is recruiting a Financial Adviser in Leicester on a permanent basis. The role focuses on providing holistic financial planning to an existing client bank, with approximately £12 million in Funds Under Management and a platform for growth.

You will advise across pensions, investments, protection, and retirement planning, conduct client reviews, and maintain FCA-compliant records. Hybrid/flexible working options are available.

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Wealth Planner/Financial Adviser – Hybrid, Inherited £12M FUM in Hinckley employer: Synergy Personnel Services

As a Senior Mechanical Design Engineer at our consultancy in Nottingham, you'll be part of a dynamic team that values innovation and collaboration. We offer a competitive salary of £50,000 - £55,000, along with hybrid working options that promote work-life balance. Our supportive work culture fosters professional growth through continuous learning opportunities and hands-on project involvement, making it an excellent place for those seeking meaningful and rewarding employment.

Synergy Personnel Services

Contact Details:

Synergy Personnel Services Recruitment Team