Wealth Planner/Financial Adviser – Hybrid, Inherited FUM
Job in
Hinckley, Leicestershire, LE10, England, UK
Listed on 2026-07-29
Listing for:
Synergy Personnel Services
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Synergy Personnel Services is recruiting a Financial Adviser in Leicester on a permanent basis. The role focuses on providing holistic financial planning to an existing client bank, with approximately £12 million in Funds Under Management and a platform for growth.
You will advise across pensions, investments, protection, and retirement planning, conduct client reviews, and maintain FCA-compliant records. Hybrid/flexible working options are available.
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