At a Glance
- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Well-established business in Leicester with a supportive culture.
- Benefits: Salary up to £60,000, hybrid working, competitive bonuses, and career progression.
- Other info: Ongoing training and a professional environment for personal growth.
- Why this job: Join a growing organisation and make a real impact in clients' financial lives.
- 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? 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
- 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 - Hybrid Role. Job in Leicester LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
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 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 delivering tailored financial advice.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor - Hybrid Role. Job in Leicester LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the finance industry! Attend local events, join online forums, or even hit up LinkedIn. Building relationships can lead to referrals and job opportunities that aren't even advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and qualifications. Talk about your Level 4 Diploma and how you've successfully managed client portfolios. We want them to see you as the go-to Financial Advisor!
✨Follow Up After Interviews
After an interview, don’t just sit back and wait! Send a quick thank-you email to express your appreciation for the opportunity. It shows you're keen and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role.
✨Apply Through Our Website
We’ve got loads of fantastic opportunities listed on our website, so make sure to check it out! Applying directly through us not only streamlines the process but also gives you a better chance of standing out to employers looking for top talent like you.
We think you need these skills to ace Financial Advisor - Hybrid Role. Job in Leicester LilyLifestyle Jobs
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 showcase your passion for delivering tailored financial advice. Mention how you build long-term relationships with clients and your approach to generating new business opportunities.
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
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 about the role.
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around products like pensions and investments. Being able to discuss these confidently will show that you're not just qualified but also passionate about the field.
✨Build Rapport
Since this role is all about building long-term relationships, practice your communication skills. Think of ways to connect with the interviewer, perhaps by sharing a relevant personal experience or insight that showcases your client-focused approach.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed client portfolios or generated new business. This will help demonstrate your ability to deliver tailored advice and your understanding of compliance requirements.
✨Ask Smart Questions
Come prepared with questions that show your interest in the company and the role. Inquire about their approach to client relationships or how they support ongoing training and development. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
