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Financial AdvisorSynergy Personnel Services • Hinckley, Leicestershire, UK
Financial Advisor

Financial Advisor

Synergy Personnel Services • Hinckley, Leicestershire, UK
1 day ago
Job type
  • Permanent
Job description
Financial Adviser - Leicester Location: Flexible / Hybrid Salary: £58,000–£65,000 + Benefits Job Type: Permanent An established and highly respected financial planning firm is looking to appoint an experienced Financial Adviser to join its growing team on a permanent basis. This is an excellent opportunity for an adviser who is passionate about delivering high-quality financial advice and building long-term client relationships. The successful candidate will inherit an established portfolio of clients with approximately £12 million in Funds Under Management (FUM), providing an immediate platform to develop and grow. The Role You will be responsible for providing holistic financial planning advice to an existing client bank, maintaining strong relationships, and identifying opportunities to support clients as their financial needs evolve. Key responsibilities include: * Managing and servicing an established portfolio of clients with approximately £12 million in FUM. * Delivering tailored financial planning advice across pensions, investments, protection, and retirement planning. * Conducting regular client reviews and ensuring advice remains suitable and compliant. * Building trusted, long-term relationships with clients. * Working closely with paraplanners and administrators to deliver an outstanding client experience. * Maintaining accurate client records and adhering t...
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Financial Advisor • Hinckley, Leicestershire, UK

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