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Financial Consultant Financial Advisor

Client-Focused Financial Planning Advisor

Job in Leicester, Leicestershire, LE1, England, UK
Listing for: mbi Staffing
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in the United Kingdom is seeking a candidate to provide personalized investment solutions and financial planning support. The ideal applicant will have a CII Diploma in Regulated Financial Planning or LIBF's DipFA, along with over 2 years of industry experience. Responsibilities include preparing financial plans, providing client support, and ensuring the accuracy of information. This role is essential for cultivating client relationships within the investment business.
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