Financial Advisor

Synergy Personnel Services; Hinckley; Hybrid; GBP 58,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Professional development

Comprehensive benefits

Job summary

Synergy Personnel Services is recruiting a Financial Adviser in Leicester on a permanent basis. The role focuses on providing holistic financial planning to an existing client bank, with approximately £12 million in Funds Under Management and a platform for growth.

You will advise across pensions, investments, protection, and retirement planning, conduct client reviews, and maintain FCA-compliant records. Hybrid/flexible working options are available.

Qualifications

• Experience as a Financial Adviser within an independent or wealth management environment.
• Level 4 Diploma in Financial Planning (or equivalent).
• Strong understanding of pensions, investments, and holistic financial planning.
• Excellent communication and relationship-building skills.
• Client-focused approach and ability to grow existing portfolio.

Responsibilities

• 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 to FCA compliance standards.

Skills

Financial advisory experience

Client relationship management

Pensions and investments knowledge

Education

Level 4 Diploma in Financial Planning

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.

• 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 to FCA compliance standards.

About You

• Experience as a Financial Adviser within an independent or wealth management environment.
• Level 4 Diploma in Financial Planning (or equivalent) as a minimum.
• A strong understanding of pensions, investments, and holistic financial planning.
• Excellent communication and relationship‑building skills.
• A client‑focused approach with a commitment to delivering exceptional service.
• The ability to manage an existing client portfolio while identifying opportunities for future growth.

What's on Offer

• Competitive salary of £58,000-£65,000.
• Permanent employed position with an established financial planning firm.
• Inherited client bank with approximately £12 million in Funds Under Management.
• Ongoing professional development and career progression opportunities.
• Comprehensive benefits package.
• Supportive and collaborative working environment.
• Hybrid/flexible working options (where applicable).

If you're an experienced Financial Adviser looking to join a well‑established firm with an existing client portfolio and genuine long‑term career prospects, we'd love to hear from you.