Financial Adviser

Job Description:

Job Title: Financial Advisor

Location: South Leicestershire

Salary: £60,000 – £70,000 Basic + Bonus (OTE £100k+)

Type: Permanent

Company Overview

A well-established and highly respected Chartered Accountancy firm based in South Leicestershire is looking to appoint an experienced Financial Advisor to join their growing team. This firm has built a strong reputation for providing high-quality professional services to a loyal client base of individuals, business owners and high-net-worth clients across the region.

Due to continued growth and increased client demand, they are now seeking a motivated Financial Advisor who can deliver exceptional financial planning advice while contributing to the continued expansion of the firm’s financial services offering.

This is a fantastic opportunity for a commercially driven advisor to join a reputable firm with strong referral opportunities from an established accountancy client base, while still having the autonomy to build and grow their own portfolio.

Role Overview

As a Financial Advisor, you will be responsible for delivering high-quality, compliant financial advice to clients while actively developing new business opportunities. Working closely with the wider accountancy team, you will have access to a steady stream of referrals alongside the opportunity to grow your own client book through networking and proactive business development.

This role is ideally suited to a hungry, driven and highly organised advisor who thrives in a professional environment and is motivated by both client outcomes and financial success.

The successful candidate will be a self-starter with strong relationship-building skills, capable of managing their own pipeline while delivering an exceptional client experience.

Key Responsibilities

• Provide tailored financial planning advice across areas including pensions, investments, protection and retirement planning.
• Build and manage a strong pipeline of new business opportunities through networking, referrals and professional relationships.
• Develop long-term relationships with clients, acting as a trusted advisor and supporting their long-term financial goals.
• Work closely with the accountancy team to identify opportunities within the existing client base and maximise cross-referral potential.
• Maintain accurate and compliant client records in line with FCA regulatory requirements.
• Manage your client portfolio effectively while ensuring excellent levels of service and retention.
• Achieve agreed revenue and growth targets through both advisory work and proactive business development.

About You

We’re looking for a driven, commercially minded Financial Advisor who is passionate about providing high-quality financial advice and building a successful client portfolio.

This role would suit someone who is ambitious, organised and motivated by performance and growth, and who enjoys both advising clients and developing new business opportunities.

Requirements

• Minimum 4 years’ experience working as a Financial Advisor / Independent Financial Advisor
• Level 4 Diploma in Financial Planning (or equivalent)
• CAS (Competent Adviser Status) preferred
• Proven ability to generate new business and build a client portfolio
• Strong networking and relationship-building skills
• Highly organised with excellent time management and pipeline management
• Professional, client-focused and commercially driven
• Full UK driving licence preferred 

What’s in It for You?

• £60,000 – £70,000 basic salary
• Competitive bonus scheme with realistic OTE of £100k+
• Access to a well-established accountancy client base and referral network
• Opportunity to grow and develop your own client portfolio
• Monday – Friday working hours
• Office-based role with flexibility available for the right person
• Long-term career opportunity within a respected professional services firm (Study support)
• Supportive and professional working environment

Next Steps

Apply to this Financial Advisor role through this advert. If you would like more information about this role, please contact Chloe Raitt in our Commercial team on (phone number removed).

If successful, you will need to digitally register with our agency (if you haven’t already done so). If you have not been contacted regarding your application within 7 days, please assume that you have not been successful. We will, however, retain your application for any future roles for which you may be suitable.

About Regional Recruitment

This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors.

To explore more roles available across the UK, please visit (url removed)

Telephone: (phone number removed)

✉️ Email: (url removed)

• Provide tailored financial planning advice across areas including pensions, investments, protection and retirement planning.
• Build and manage a strong pipeline of new business opportunities through networking, referrals and professional relationships.
• Develop long-term relationships with clients, acting as a trusted advisor and supporting their long-term financial goals.
• Work closely with the accountancy team to identify opportunities within the existing client base and maximise cross-referral potential.
• Maintain accurate and compliant client records in line with FCA regulatory requirements.
• Manage your client portfolio effectively while ensuring excellent levels of service and retention.

• Achieve agreed revenue and growth targets through both advisory work and proactive business development.