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Financial Adviser jobs in Keyworth

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Job Post Details

Financial Advisor
Michael James Recruitment
Leicester
•
Hybrid work
£65,000 - £75,000 a year
Permanent, Full-time
Apply now

Job details

£65,000 - £75,000 a year
Free parking, Company pension, Work from home, Company events, On-site parking
Permanent, Full-time
Monday to Friday
Hybrid work in Leicester

Full job description

Role: Financial Advisor

Line Manager – Head of Department / Director

Location: Leicester, East Midlands region

Hours: Mon-Fri, Hybrid working with client-facing appointments in the field

Salary: 65-75k plus bonus

Employment Type – Permanent

Summary

Michael James Recruitment are working in partnership with a leading Wealth Management Business in Leicester who are looking for an experienced Financial Advisor to join their growing business.

This is an excellent opportunity for a confident professional with a strong background in financial advice, client relationship management and financial planning.

While there may be a number of existing client relationships available to take over, the primary focus will be on developing your own portfolio and generating new business, with the support of an established professional network.

The ideal candidate will have five years + experience in a financial advisory role, qualified and perhaps working toward chartered status . You will be comfortable working independently, managing your own client relationships and delivering tailored financial solutions to meet clients' individual needs.

This is a hybrid and field-based position, combining home-based working with face-to-face client meetings and appointments as required.

The Role:

- Provide professional financial advice tailored to clients' individual circumstances and objectives.

- Build and maintain strong, long-term client relationships.

- Conduct client meetings, fact-finding appointments and financial reviews.

- Assess clients' financial needs and recommend appropriate solutions.

- Manage and develop your own client portfolio.

- Ensure all advice and recommendations comply with relevant regulatory requirements and industry standards.

- Maintain accurate client records and complete all required documentation.

- Identify opportunities to develop new business and generate referrals.

- Deliver a high standard of customer service throughout the client journey.

- Provide holistic financial planning advice across investments, pensions, retirement planning, estate planning

- Work closely with paraplanning and administrative colleagues to deliver an excellent client experience.

- Comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

What we are looking for:

- Minimum of five years' experience working as a Financial Adviser or in a comparable financial advisory position

- Min DipFA L4 qualified

- Strong knowledge of financial planning and advisory processes.

- Excellent communication, interpersonal and relationship-building skills.

- Ability to work independently and manage your own workload effectively.

- Confidence conducting face-to-face client meetings and working in a field-based environment.

- A professional, ethical and client-focused approach.

- Full UK driving licence and access to a vehicle, where required for client appointments.

- Relevant regulatory permissions and qualifications appropriate to the advice being provided.

On offer:

- My client offer a fantastic package of for the right candidate with a basic salary up to 75k depending on experience plus bonus

- 25 days holiday (increases with time spent) plus bank holidays

- Role will be a mixture of field, office or home based

- Free parking

- Pension

Pay: £65,000.00-£75,000.00 per year

Benefits:

  • Company events
  • Company pension
  • On-site parking
  • Work from home

Work Location: Hybrid remote in Leicester

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