Desk-Based Financial Adviser

Desk-Based Financial Adviser

Location: Leicester Hybrid (Office & Remote)

Salary: £35,000 Bonus

Full-Time | Permanent

NJR Recruitment is delighted to be representing a respected financial services firm that is looking for a Desk-Based Financial Adviser to join its growing team. This role is ideal for a qualified adviser who enjoys delivering advice remotely and wants to work within a structured, client-first environment.

Our Client offer an excellent culture and working environment, modern offices and working environment and this is an excellent opportunity for a recently appointed OR aspiring Financial Planner, you will need to be level 4 qualified to be considered.

The Role

As a Desk-Based Financial Adviser, you'll deliver streamlined, cost-effective advice and annual reviews remotely, without face-to-face client interaction. All communication will be carried out electronically via email, phone, and secure platforms. You'll handle a variety of review and transactional activity while referring more complex cases to field-based advisers.

What's on Offer

" Competitive salary package benefits

" Hybrid working (office & remote split)

" Structured processes and compliance support

" Ongoing training and CPD opportunities

" Supportive team culture with career development pathways

Key Responsibilities

" Conduct annual reviews in line with service agreements

" Assess suitability of clients' existing arrangements and make necessary adjustments

" Advise on straightforward transactions such as top-ups, withdrawals, fund switches, and ISAs

" Escalate complex advice needs to senior or field-based advisers

" Gather and analyse client information to support advice recommendations

" Collaborate with paraplanners to provide accurate data and documentation

" Maintain accurate, compliant records for all advice provided

What We're Looking For

" Level 4 Diploma in Financial Planning (or equivalent) - essential

" Strong written and verbal communication skills

" High attention to detail and ability to work independently

" A commitment to professionalism, ethics, and client-first advice

" Fit & Proper status under FCA rules, including CPD and SPS maintenance

Desirable:

" Experience in remote/desk-based financial advice

" Familiarity with CRM and financial planning software

" Understanding of paraplanning processes

Apply Now

If you're a qualified financial adviser looking to deliver advice in a modern, desk-based environment while still making a meaningful impact on clients' financial futures, apply today via NJR Recruitment.

NJR16062