Financial Adviser & Wealth Lead

Financial Adviser & Wealth Lead

Location: Leeds (Hybrid Working Available)Job Type: Permanent, Full-TimeSalary: Competitive basic + performance-related bonus & long-term incentives

About the Role

An exciting opportunity has arisen for an experienced Financial Adviser to join a well-established and growing financial services firm in Leeds.

This is a unique position that goes beyond a traditional advisory role. You’ll play a key part in shaping and developing the firm’s wealth proposition, working closely with senior stakeholders to build a forward-thinking, scalable advice offering.

With a strong existing client base and clear growth plans, this role offers the opportunity to combine high-quality financial advice with strategic input, business development and long-term leadership.

Key Responsibilities

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• Provide holistic financial advice to an existing portfolio of clients
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• Deliver high-quality ongoing service and structured client reviews
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• Support the development and evolution of the firm’s wealth proposition
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• Work alongside senior leadership to help shape future strategy and direction
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• Build relationships with introducers and internal stakeholders to generate new opportunities
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• Support and mentor junior team members progressing into advisory roles
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• Contribute to improving systems, processes and client engagement frameworks
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• Assist in developing specialist planning areas, including estate and intergenerational planning
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What Makes This Role Different?

This is more than a standard adviser role. It offers the chance to:

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• Play a central role in the future of a growing wealth business
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• Influence long-term strategy, structure and service delivery
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• Be part of a defined succession plan within the organisation
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• Help build and shape a dedicated wealth division
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• Access long-term incentives linked to performance, growth and contribution
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About You

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• Fully qualified Financial Adviser (DipFA, DipPFS or equivalent)
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• Strong experience delivering holistic, client-focused advice
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• Ambitious with a desire to influence and grow a business function
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• Commercially aware with strong relationship-building skills
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• Keen to take on additional responsibility beyond advisory work
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• A team player with leadership and mentoring capability
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What’s on Offer

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• Competitive basic salary with bonus structure
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• Existing client bank to service and develop
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• Clear opportunity to progress into a strategic leadership role
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• Long-term incentive potential aligned to business growth
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• Supportive, collaborative and forward-thinking environment
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• Hybrid working flexibility
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Apply Now

If you’re an experienced Financial Adviser looking for a role where you can make a real impact and be part of something bigger, we’d love to hear from you.