Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Leicester

Sort by: -
    • Experience within an independent financial advice environment.
    • Strong knowledge of pensions, investments and financial planning.
  • View similar jobs with this employer
    • What if you could run your own business without the financial pressure of going it alone?
    • Passionate about helping clients secure the right finance solutions……
    • View all The Mortgage Experts jobs - Wigston Magna jobs
    • Salary Search: Mortgage Advisor salaries in Wigston Magna
    • Join us and help schools across Coventry maintain strong financial management, navigate financial challenges and make informed decisions that support their long…
    • Supporting schools with financial management systems, accounts, records, and statutory financial returns.
    • Strong experience of financial management software and…
  • View similar jobs with this employer
    • Not all financial adviser roles are the same.
    • Has experience delivering regulated financial advice.
    • Is technically strong and genuinely enjoys financial…
    • Build and grow your own adviser hub through established introducer partnerships.
    • We are working with a fantastic brokerage, and due to continued growth and an…
    • HYBRID WORKING PATTERN - THREE DAYS WFH.
    • Please only apply for the role if you have the relevant exp across PMI, Group Pensions or Group Risk!*.
    • Salary: £26k - 80k per year + Commission.
    • Hours: Monday to Friday, 37.5 hours a week.
    • Salary: £26,000 per annum + commission.
    • Duties of a Finance Broker:
  • View similar jobs with this employer
    • Are you an experienced mortgage advisor who knows you could earn more, but does not want to lose the lead flow, support and operational structure that makes…
    • Strong analytical, report writing, and financial modeling skills.
    • Prepare formal valuation reports for a variety of purposes, including loan security, financial…
    • Experience in writing full financial plans.
    • Construct the advice underpinning each financial plan.
    • A true understanding of holistic financial planning.
    • At RBC Wealth Management Europe, we empower private clients—from professionals and entrepreneurs to charities and inheritors—to achieve their financial…
    • Basic experience or exposure to financial products.
    • A world-class training programme in financial services.
    • You will be a Wealth Management Associate, providing…
    • Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
  • View similar jobs with this employer
    • Employees can use our financial advisers within the company for any financial advice or knowledge.
    • Commitment to pass basic internal financial industry exams…

People also searched:

trainee financial adviser
investment
trainee financial advisor
wealth management
paraplanner
citizens advice
Financial Advsior
My Key Recruitment
Coventry CV1 1QT
£50,000 - £65,000 a year
Full-time
Apply now

Job details

£50,000 - £65,000 a year
Financial planning services
Full-time
Coventry CV1 1QT

Full job description

Financial Adviser / Financial Planner

Location: Coventry
Salary: £50,000 - £65,000 DOE + Bonus
Job Type: Permanent | Full-Time

About the Role

My Key Recruitment is working with an established and highly respected independent financial planning business to recruit an experienced Financial Adviser / Financial Planner to join their growing team.

This is a fantastic opportunity for an experienced, qualified adviser to take ownership of an established portfolio of approximately 80 clients, building long-term relationships, providing high-quality financial advice and identifying opportunities for further growth.

You will focus on managing, retaining and developing existing client relationships while delivering a personalised financial planning service.
We're looking for someone who is confident advising clients, commercially aware and passionate about delivering excellent outcomes.

Key Responsibilities
  • Manage and develop an existing portfolio of approximately 80 clients.
  • Provide tailored financial advice across pensions, investments, retirement and wealth planning.
  • Conduct regular client reviews, assess financial objectives and recommend suitable solutions.
  • Identify opportunities to grow existing client relationships and generate additional business.
  • Build trusted, long-term relationships through proactive communication and excellent service.
  • Work collaboratively with internal teams to deliver an exceptional client experience.
  • Maintain accurate, compliant records in line with FCA regulations.
About You

Essential Requirements
  • Minimum Level 4 Diploma in Regulated Financial Planning (DipPFS, DipFA or equivalent).
  • Competent Adviser Status (CAS) with previous experience providing regulated financial advice.
  • Proven experience as a Financial Adviser, Independent Financial Adviser or Financial Planner.
  • Strong knowledge of pensions, investments and financial planning.
  • Experience managing and developing client portfolios.
  • Excellent relationship-building and communication skills.
  • Strong commercial awareness and a proactive, client-focused approach.
Desirable
  • Chartered Financial Planner status or working towards Chartered.
  • Experience within an independent financial advice environment.
What's on Offer?
  • Competitive salary, dependent on experience.
  • An established portfolio of approximately 80 clients.
  • No requirement to bring your own client bank.
  • Opportunity to develop and grow existing client relationships.
  • Supportive, professional working environment.
  • Long-term career development opportunities.
Apply Today

If you're an experienced, Level 4-qualified Financial Adviser with CAS who enjoys building meaningful client relationships and wants to develop an established portfolio, we'd love to hear from you.

Apply today by sending your CV to Michael@mykeyrecruitment.com.
Let Employers Find YouUpload Your Resume