Desk Based Financial Adviser

DESK-BASED FINANCIAL ADVISER Leicestershire, Hybrid offering office and remote working with internet access Salary c£35,000 + bonus Our Ref AL1387 My client is an established IFA, providing the full range of wealth management services to a valued and increasing client bank. They are now looking for a detail-oriented and client-focused Financial Adviser to join their team. This role is designed to deliver streamlined, cost-effective financial advice and annual reviews remotely, without face-to-face client interaction. All communications and transactions will be conducted electronically via email, phone, and secure platforms. Key Responsibilities Conduct annual client reviews in line with service agreements. Assess the ongoing suitability of clients existing financial arrangements. Implement necessary adjustments (e.g., fund switches). Advise on straight-forward transactions such as top-ups and withdrawals. Identify and escalate complex advice needs to senior advisers. Gather and analyse sufficient client information to support advice. Collaborate with the Paraplanning Department by providing required documentation and data. Deliver suitable financial recommendations based on client needs and objectives. Maintain accurate and complete supporting documentation for all advice given. Client Review Process Notify clients of upcoming review dates. Clients update their Fact Find information via secure login. Adviser reviews and updates client records accordingly. Post-review ..... full job details .....