Our client is looking to welcome a Financial Adviser into their team in Leicester, to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. provide technical and investment advice on all aspects of client’s requirements and wealth management planning
* create, build and maintain long-term client relationships, through quality of service and advice
* conduct research and data analysis for both the client and special projects
* keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
* adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
* have a Level 4 Diploma in Financial Planning (DipFA / DipPFS)
* have a minimum of 2 years’ experience in a Financial Adviser capacity
* have strong understanding of the full range of pensions and wealth management planning solutions
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