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5 months ago
Additional Resources Ltd
Salary: £30000 - £50000 Per Annum
Location: Leicester
Job type: Permanent
Contact: Gill
Category: Finance Office Jobs
Financial Advisor - Leicester

Salary circa £30k with OTE £50K

We are currently working with a very well established financial services company who specialise in providing truly holistic wealth management advice.

The Role

They now have an excellent opportunity for an ambitious FINANCIAL ADVISOR to join their highly successful team.

Working from their offices based in Leicester the successful candidate will be assisting with the servicing of an established client base and will be offered a full support service by the Admin Team.

As they predominantly work with NHS doctors, knowledge in final salary (NHS) pensions and pension's annual allowance, and tapered tax calculations is essential.

Also, knowledge on investments, protection and IHT Planning is important. In addition, the role will also include suitability/recommendation report writing, carrying out product research etc. meeting compliant rules and regulations and managing client reviews for the IFA.

Skills/ Experience

Qualified to Diploma Level or working towards Chartered Status.

Experience as a Financial Advisor working with both corporate and private clients.


Salary is negotiable - depending on experience but the successful candidate can expect to receive £30k - £50K

Contributory pension and travel expenses.

Hours of work: 8.30am - 5.00 pm

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003

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