Financial Planning Advisor

1 month ago

Leicester, United Kingdom Regional Recruitment Services Full time
Job Title: Financial Planning Advisor – Self Employed
Location: Leicester
Type: Permanent
Start Date: Immediately (flexible for notice periods)
What Are We Looking For
We're on the lookout for dynamic and forward-thinking financial advisers who want to be part of a growing business.
We are a firm who put our clients first, with a 100% satisfaction rate so far this year.
We support entrepreneurial advisers who want to build on their existing client bank, and there will be the potential opportunity to purchase further clients. You will also have access to several support functions to help your business such as compliance, accounts, marketing and operations. All our advisers are welcome to use the facilities to work day-to-day and hold client meetings.
Relationship Management & Business Development
Relationship Management.
Business Consultancy.
CPD sessions.
Enhanced Product Platform Terms.
Group Terms Discounts.
GI referral facility.
Annual Conference.
Client Referrals.
Marketing Support.
Social Media Guidance & Delivery.
Client Newsletters
Who Are We
We are an independent financial advice firm offering comprehensive tailored advice for both individuals and business owners.
Whether it's retirement planning, investment strategies, tax optimisation, or wealth preservation, our firm takes pride in delivering meticulous, up-to-date advice that transcends market fluctuations.
As a trusted UK financial advice firm, we navigate the intricacies of financial markets and regulations, providing you, the client, with a clear path towards your economic goals and aspirations.
Regulatory Permissions & Fees (paid by the Company)
Professional Indemnity Insurance (£5K excess).
Regulatory Authorisation.
FCA Annual Related Fees.
FOS Annual Fees.
FSCS Levies
How Will We Support You
Compliance Support.
Technical Compliance Helpline.
File Checks.
Pre-Sale Checks (within 48 hours).
T&C Supervision Visits.
Training & Development.
Technical Case Support.
Complaints Management.
Regulatory Updates.
Advertising & Promotions Sign-Off.
Licencing Accreditation.
Next Steps:
Apply to this Service Advisor role through this advert. If you would like more information about this role, please contact our Industrial 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 Services – A Recruitment Agency in (State location of work e.g. Leicester)
This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all our positions available throughout the United Kingdom, please visit our website ((url removed))

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