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Independent Financial Advisor — Client Portfolio
Job in
Royal Leamington Spa, Warwickshire, CV32, England, UK
Listed on 2026-03-10
Listing for:
Ortus PSR Ltd.
Contract
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A reputable financial advisory firm in Royal Leamington Spa is seeking an experienced Financial Advisor to manage existing client relationships and develop new business opportunities. The ideal candidate will be Level 4 Diploma qualified, with experience in providing regulated advice across pensions, investments, and estate planning. An uncapped bonus scheme and benefits such as pension provision are part of the enticing remuneration package.
This role offers a stable environment, professional growth, and support in lead generation.
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