Job Description
Financial Adviser / Wealth Manager / Financial Planner
Location: Leicester
Salary: £50K to £70K per annum (DOE) + Bonuses
Full-time, Monday to Friday
Hybrid working
Are you an experienced financial adviser seeking a role with greater opportunities? We're looking for talented and experienced advisers to join our advisory team in Leicester.
This full-time, permanent, hybrid position is ideal for seasoned financial advisers ready to contribute to a high-standard advisory service, supporting both clients and internal teams through excellent service and regulated financial advice.
About the Role
Reporting to a Team Director, you will provide clients with a proactive, holistic financial planning service, ensuring that they receive accurate and personalised advice tailored to their objectives.
Your responsibilities will include:
1. Offering technical and investment advice on a range of wealth management needs
2. Building and maintaining strong, long-term client relationships
3. Conveying information in a way that's easy for clients to understand
4. Staying informed on current affairs that may impact clients
5. Clearly explaining the advantages and disadvantages of recommended products and services
6. Conducting research and data analysis for client planning and special projects
7. Keeping up-to-date with relevant r...