Financial Advisor

Location Leicestershire
Discipline: Ex Forces / Military, Accountancy & Finance, Office & Commercial Support
Job type: Permanent
Salary: £negotiable salary range
Contact name: Edward Jepson

Contact email:
Job ref: EJempfinad
Published: about 1 year ago
​Financial Advisor – Leicestershire – Salary DoE plus Bonus

We’re on the hunt for a skilled and experienced Financial Advisor, joining our clients that are seeking to add a talented Financial Advisor for an Established and bespoke operation that offer a range of Financial Services to their clients across the East Midlands including investments, retirement, protection, insurance, tax planning, equity release and estate planning.

We have an opportunity for an experienced Leicestershire-based Financial Advisor with level 4 Diploma (CF30) qualification in Financial Planning to join this successful business on a working from home self-employed basis.

The Opportunity:

A qualified and motivated Financial Advisor with great customer service skills and experience in dealing with a wide range of differing client needs. You’ll be confident in building and developing new client relationships as you seek to identifying your clients short, medium and long-term financial planning goals. Supporting them with the best Financial Advice helping them by mapping out a financial goals route and managing the process.

Our client is also open to candidates who looking to their first step from Bancassurance into a Financial Advisor role.


• Existing client bank

• Work home based – Manage your own diary

• Work for a leading Financial company

• Comprehensive back-office support

Skills and experience required:

• Level 4 Diploma (CF30) qualification or equivalent

• Natural drive to manage and develop clients

• Superb Listener and Rapport Builder

• Able to build and maintain strong customer relationships

Do you have a proven track record of writing high levels of business year on year and Financial Advisory experience within a whole of market advisory capacity? If so apply today in confidence for this superb opportunity.

This vacancy is being advertised on behalf of RecruitME which is acting as a recruitment agency.

RecruitME is committed to equal opportunity and diversity and embraces applications from all sections of society, regardless of sexual orientation, race, age, gender identity, sex, disability, marital status, religion or belief.

RecruitME is also committed to working alongside veterans and ex-servicemen and women.