We’ve been asked to recruit an Independent Financial Advisor for a company based in Leicester.

Day to day, you’ll work closely with Directors, Administration staff, Clients and Providers.

You’ll be responsible for delivering high-quality holistic financial planning advice to a portfolio of clients.

In terms of your background, you’ll need to have the Chartered Insurance Institute (CII) - Diploma in Regulated Financial Planning or The London Institute of Banking & Finance – Diploma.

The company has onsite parking and is easy to get to if using public transport…They are also able to support you with becoming fully Chartered.

Below is an overview of the role;

• Provide technical investment advice on all aspects of clients' financial planning requirements
• Increase assets under management by offering investment solutions
• Meet new business targets set by the company
• Create, develop, and implement financial strategies
• Liaise with consultants and members of the Investment Committee
• Liaise with the Head of Admin and Paraplanning to maintain good working practice within the team, updating and improving systems

For more information, please contact Hannah at 360 recruitment…Even if you don’t have a CV, just get in touch.