Financial Adviser - Leicester

Artemis Recruitment Consultants Ltd; Leicester; On-site; GBP 60,000 - 75,000; Full time

Job summary

A leading company is seeking a Financial Adviser in Leicester to provide holistic financial planning advice to retail clients. The role involves developing client relationships, offering tailored advice, and staying informed on regulations. Ideal candidates will possess a Level 4 Diploma and at least 2 years of relevant experience, showcasing strong communication and analytical skills.

Qualifications

• Minimum of 2 years' experience as a Financial Adviser.
• Strong understanding of pensions and wealth management planning solutions.
• Ability to convey complex information effectively to clients.

Responsibilities

• Provide technical and investment advice to clients.
• Build and maintain long-term client relationships.
• Conduct research and data analysis for client needs.

Skills

Communication

Negotiation

Research

Analytical Skills

Client Relationship Management

Education

Level 4 Diploma in Financial Planning

Job description

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23/03/2025

Type of Position: Financial Adviser - Leicester
Pay: £60k - £75k

Financial Adviser - Leicester

Our client is looking to welcome a Financial Adviser into their team in Leicester, to advise clients as appropriate to their circumstances and objectives.

You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:

- provide technical and investment advice on all aspects of client’s requirements and wealth management planning
- create, build and maintain long-term client relationships, through quality of service and advice
- communicate information to clients in a manner appropriate for their level of understanding
- maintain own knowledge of current affairs and the potential impact on client issues
- explain the potential benefits and disadvantages of various products and services recommended to clients
- conduct research and data analysis for both the client and special projects
- keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
- adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
- adopt an open, honest approach and deal with all aspect client affairs with integrity

The successful applicants will:

- have a Level 4 Diploma in Financial Planning
- have a minimum of 2 years’ experience in a Financial Adviser capacity
- have strong understanding of the full range of pensions and wealth management planning solutions
- be highly driven, self-motivated, have high initiative and be a good team player
- be able to research, analyse and interpret a diverse range of highly technical information
- possess excellent communication and negotiation skills
- have excellent literacy, numeracy, and IT skills
- be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
- have an ethical and professional approach to work

Qualification requirements

We expect an individual in this role to hold the following qualifications:

- The minimum level is “level 4” Diploma with the aim of achieving Chartered status

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