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Permanent

Financial Advisor

Leicester
money-bag 40000.00-40000.00 Annual
3020896965
Posted 2 weeks ago

Financial Advisor Location: Leicester (Hybrid minimum 2 days office-based) Salary: £40,000 - £45,000 basic 25% Bonus scheme Employer: Independent Financial Practice (affiliated with a respected accountancy firm)A unique opportunity has arisen for a qualified Financial Advisor (Level 4 minimum, ideally Chartered) to join a successful, forward-thinking wealth management practice that operates as part of a well-established accountancy firm.You ll be the firm s primary Financial Advisor, responsible for existing client relationships predominantly families and business owners. The firm provides a steady stream of quality leads, with introductions flowing naturally from the accountancy side of the business.This is a hybrid role, typically two days in their Leicester office and the remainder from home. The office offers a modern, open-plan environment with access to hot desks, a private meeting room and boardroom, parking, as well as a laptop and a phone.You will be an experienced Financial Advisor, supported by an administrator. You ll focus on delivering expert advice across:Investment, Pension, and Retirement PlanningInheritance Tax and Estate PlanningStrategic and Tax-efficient Advice for Business OwnersYou ll have the autonomy to manage your diary and client relationships.You will receive a competitive package, and the firm typically pays 25% of initial fees to advisors for new business.If you re an experienced, relationship-driven Financial Advisor looking for a trusted enviro

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