Financial Advisor

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 Planning

• Inheritance Tax and Estate Planning

• Strategic and Tax-efficient Advice for Business Owners

You’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 environment with genuine client flow and growth potential — this is the one worth a confidential conversation.