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Independent Financial Advisor

Leicestershire, East Midlands £60000 - £75000 Annually Four Squared Recruitment Ltd

Posted 1 day ago

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Job Description

permanent
Independent Financial Adviser | £60,000 + Bonus + Car Allowance + Possible Route to Partner

�� Leicester | �� Hybrid | �� Full Time | �� Outstanding Career Growth Opportunity
 
A long-established and highly respected Chartered financial planning firm is seeking a qualified and ambitious Financial Adviser to join their growing team in Leicestershire. This firm manages over £bn in client assets and specialises in bespoke pensions, investments, and strategic planning for high-net-worth individuals across the UK.
This is a unique opportunity to step into a role with a clear and supported route to Partnership. You'll be backed by robust infrastructure — full paraplanning and admin support, mentoring, and internal technical training — allowing you to focus on what you do best: building trusted, long-term client relationships.
 
�� What You’ll Do:
  • Provide high-quality financial planning advice to new and existing clients
  • Apply strong technical knowledge in areas such as pensions, discretionary investments, and financial structures
  • Manage a portfolio of high-net-worth clients, reviewing needs and ensuring advice remains suitable
  • Build relationships with professional introducers such as solicitors and accountants
  • Maintain high standards of compliance and documentation in line with FCA regulations
What You’ll Need:
  • Level 4 Diploma in Financial Planning (e.g. DipPFS or equivalent)
  • At least 5 years in a regulated advice role
  • Excellent technical and product knowledge across pensions, investments, and tax wrappers
  • A relationship-led approach with strong communication and analytical skills
  • Chartered status or working towards it (fully supported)
  • Experience with SIPP/SSAS is a bonus — in-role training will be provided
�� What’s on Offer:
  • Salary up to £60,000 (depe ent on experience)
  • Annual performance bonus + car allowance
  • Private medical cover, health cash plan & 4x life assurance
  • 26 days’ holiday (increasing with service)
  • 5% employer pension contribution (increasing with service)
  • Laptop, mobile phone, and full remote setup
  • Long-term opportunity to gain equity and move into Partnership
This role is ideal for a qualified adviser ready to accelerate their career in a high-performing yet genuinely supportive environment, where your development is invested in, and your future is taken seriously.
 
Ready to take the next step? Apply now for a confidential discussion.
This advertiser has chosen not to accept applicants from your region.

Remote Independent Financial Advisor

Nottingham, East Midlands Eaton Syalon Limited

Posted 6 days ago

Job Viewed

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Job Description

permanent

Remote Independent Financial Advisor
Fully Remote | Flexible Working
£60,000 £70,000 + Bonus

Eaton Syalon are exclusively supporting a purpose-led wealth management firm in their search for an experiencedIndependent Financial Advisor (IFA) to join their team.

This is a rare opportunity to join a forward-thinking business that values trust, transparency and truly independent advice. With a fully remote.


This advertiser has chosen not to accept applicants from your region.

Client Service Advisor - Commercial Insurance

Leicester, East Midlands AON

Posted 27 days ago

Job Viewed

Tap Again To Close

Job Description

Client Service Advisor - Leicester







Are you a Commercial Insurance professional with a desire to further your career with a market-leading insurance firm?



Can you deliver a high quality and innovative level of service to your clients, working alongside your Client Manager?







If so, we'd love to hear from you in connection with this brand-new role in our UK corporate insurance team. This is a hybrid role with the flexibility to work both virtually and from our Leicester office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.



As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

In this wide and varied role, you'll be joining a client service team and will be responsible for a number of key tasks including:




Negotiating your clients' renewal terms, Mid Term adjustments and cover extensions, all with support from your Client Manager and Client Service Manager


Preparation of comprehensive marketing presentations and renewal reports for your Client Manager to present to the client


Working with the Placement Brokers to prepare full cover comparisons as required.


Communicate terms of settlement to Clients, ensuring premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards.


Contribute to the formulation of the Service Plan, Reports, Presentations and any other client documents etc. as required including visits to Clients working alongside your Client Manager and supported by your Client Service Manager.


Actively engaging and supporting the wider client service team


Liaise with colleagues in the Client Service team to fully understand your Clients business and insurance requirements.



How this opportunity is different

Reporting directly to the Client Service manager, this is a rare opportunity to join an experienced, supportive team of insurance professionals based in Leicester, covering the East Midlands and South East England as a Client Service Advisor. The team looks after larger UK risks with some multinational clients across all business sectors.







Our clients require support and access to an approachable and knowledgeable Aon team that will manage for them a commercial product portfolio beyond the core UK classes of Property, Liability and Fleet. In this exciting role, you will be dealing with a variety of other risks including Cyber, Professional Indemnity, D&O and many more, all under the direct guidance and supervision of an experienced Client Manager. Additionally, you'll be able to network across the whole of Aon as we continue to enhance our Aon United proposition.

Skills and experience that will lead to success


UK Commercial Insurance knowledge and experience gained across the core classes of Property, Liability and Fleet as a minimum


Global programme experience would be advantageous but not essential


Collaborative, team-playing approach


Ability to accommodate a steep learning curve underpinned by a thirst for knowledge


Client focused approach with a desire to provide the highest possible levels of service at all times


IT savvy with proven Excel skills



How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.



Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.







Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.







Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.







We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

#li-jv2

#LI-HYBRID









2560892





Client Service Advisor - Leicester







Are you a Commercial Insurance professional with a desire to further your career with a market-leading insurance firm?



Can you deliver a high quality and innovative level of service to your clients, working alongside your Client Manager?







If so, we'd love to hear from you in connection with this brand-new role in our UK corporate insurance team. This is a hybrid role with the flexibility to work both virtually and from our Leicester office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.



As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

In this wide and varied role, you'll be joining a client service team and will be responsible for a number of key tasks including:




Negotiating your clients' renewal terms, Mid Term adjustments and cover extensions, all with support from your Client Manager and Client Service Manager


Preparation of comprehensive marketing presentations and renewal reports for your Client Manager to present to the client


Working with the Placement Brokers to prepare full cover comparisons as required.


Communicate terms of settlement to Clients, ensuring premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards.


Contribute to the formulation of the Service Plan, Reports, Presentations and any other client documents etc. as required including visits to Clients working alongside your Client Manager and supported by your Client Service Manager.


Actively engaging and supporting the wider client service team


Liaise with colleagues in the Client Service team to fully understand your Clients business and insurance requirements.



How this opportunity is different

Reporting directly to the Client Service manager, this is a rare opportunity to join an experienced, supportive team of insurance professionals based in Leicester, covering the East Midlands and South East England as a Client Service Advisor. The team looks after larger UK risks with some multinational clients across all business sectors.







Our clients require support and access to an approachable and knowledgeable Aon team that will manage for them a commercial product portfolio beyond the core UK classes of Property, Liability and Fleet. In this exciting role, you will be dealing with a variety of other risks including Cyber, Professional Indemnity, D&O and many more, all under the direct guidance and supervision of an experienced Client Manager. Additionally, you'll be able to network across the whole of Aon as we continue to enhance our Aon United proposition.

Skills and experience that will lead to success


UK Commercial Insurance knowledge and experience gained across the core classes of Property, Liability and Fleet as a minimum


Global programme experience would be advantageous but not essential


Collaborative, team-playing approach


Ability to accommodate a steep learning curve underpinned by a thirst for knowledge


Client focused approach with a desire to provide the highest possible levels of service at all times


IT savvy with proven Excel skills



How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.



Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.







Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.







Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.







We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

#li-jv2

#LI-HYBRID
This advertiser has chosen not to accept applicants from your region.

Client Service Advisor - Commercial Insurance

Leicester, East Midlands AON

Posted 27 days ago

Job Viewed

Tap Again To Close

Job Description

Client Service Advisor - Leicester







Are you a Commercial Insurance professional with a desire to further your career with a market-leading insurance firm?



Can you deliver a high quality and innovative level of service to your clients, working alongside your Client Manager?







If so, we'd love to hear from you in connection with this brand-new role in our UK corporate insurance team. This is a hybrid role with the flexibility to work both virtually and from our Leicester office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.



As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

In this wide and varied role, you'll be joining a client service team and will be responsible for a number of key tasks including:




Negotiating your clients' renewal terms, Mid Term adjustments and cover extensions, all with support from your Client Manager and Client Service Manager


Preparation of comprehensive marketing presentations and renewal reports for your Client Manager to present to the client


Working with the Placement Brokers to prepare full cover comparisons as required.


Communicate terms of settlement to Clients, ensuring premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards.


Contribute to the formulation of the Service Plan, Reports, Presentations and any other client documents etc. as required including visits to Clients working alongside your Client Manager and supported by your Client Service Manager.


Actively engaging and supporting the wider client service team


Liaise with colleagues in the Client Service team to fully understand your Clients business and insurance requirements.



How this opportunity is different

Reporting directly to the Client Service manager, this is a rare opportunity to join an experienced, supportive team of insurance professionals based in Leicester, covering the East Midlands and South East England as a Client Service Advisor. The team looks after larger UK risks with some multinational clients across all business sectors.







Our clients require support and access to an approachable and knowledgeable Aon team that will manage for them a commercial product portfolio beyond the core UK classes of Property, Liability and Fleet. In this exciting role, you will be dealing with a variety of other risks including Cyber, Professional Indemnity, D&O and many more, all under the direct guidance and supervision of an experienced Client Manager. Additionally, you'll be able to network across the whole of Aon as we continue to enhance our Aon United proposition.

Skills and experience that will lead to success


UK Commercial Insurance knowledge and experience gained across the core classes of Property, Liability and Fleet as a minimum


Global programme experience would be advantageous but not essential


Collaborative, team-playing approach


Ability to accommodate a steep learning curve underpinned by a thirst for knowledge


Client focused approach with a desire to provide the highest possible levels of service at all times


IT savvy with proven Excel skills



How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.



Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.







Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.







Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.







We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

#li-jv2

#LI-HYBRID









2560892





Client Service Advisor - Leicester







Are you a Commercial Insurance professional with a desire to further your career with a market-leading insurance firm?



Can you deliver a high quality and innovative level of service to your clients, working alongside your Client Manager?







If so, we'd love to hear from you in connection with this brand-new role in our UK corporate insurance team. This is a hybrid role with the flexibility to work both virtually and from our Leicester office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.



As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

In this wide and varied role, you'll be joining a client service team and will be responsible for a number of key tasks including:




Negotiating your clients' renewal terms, Mid Term adjustments and cover extensions, all with support from your Client Manager and Client Service Manager


Preparation of comprehensive marketing presentations and renewal reports for your Client Manager to present to the client


Working with the Placement Brokers to prepare full cover comparisons as required.


Communicate terms of settlement to Clients, ensuring premiums are debited (and allocated appropriately where necessary) and assist with maintenance of credit control standards.


Contribute to the formulation of the Service Plan, Reports, Presentations and any other client documents etc. as required including visits to Clients working alongside your Client Manager and supported by your Client Service Manager.


Actively engaging and supporting the wider client service team


Liaise with colleagues in the Client Service team to fully understand your Clients business and insurance requirements.



How this opportunity is different

Reporting directly to the Client Service manager, this is a rare opportunity to join an experienced, supportive team of insurance professionals based in Leicester, covering the East Midlands and South East England as a Client Service Advisor. The team looks after larger UK risks with some multinational clients across all business sectors.







Our clients require support and access to an approachable and knowledgeable Aon team that will manage for them a commercial product portfolio beyond the core UK classes of Property, Liability and Fleet. In this exciting role, you will be dealing with a variety of other risks including Cyber, Professional Indemnity, D&O and many more, all under the direct guidance and supervision of an experienced Client Manager. Additionally, you'll be able to network across the whole of Aon as we continue to enhance our Aon United proposition.

Skills and experience that will lead to success


UK Commercial Insurance knowledge and experience gained across the core classes of Property, Liability and Fleet as a minimum


Global programme experience would be advantageous but not essential


Collaborative, team-playing approach


Ability to accommodate a steep learning curve underpinned by a thirst for knowledge


Client focused approach with a desire to provide the highest possible levels of service at all times


IT savvy with proven Excel skills



How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.



Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.







Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.







Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.







We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

#li-jv2

#LI-HYBRID
This advertiser has chosen not to accept applicants from your region.
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