Financial Advisor

Our client, an award-winning firm of financial planners based in Leeds, is seeking to appoint an experienced Financial Advisor to join their established team on a permanent basis.

This is an excellent opportunity offering a ready-made client bank, allowing you to immediately manage existing relationships while also providing significant scope to grow and develop your own portfolio.

Working closely with senior advisers, your key responsibilities will include:

The Role

\n
• Deliver high-quality, bespoke financial advice supported by well-researched, profitable recommendations
\n
• Manage and develop an existing client portfolio
\n
• Utilise provided leads to expand your client base and build strong, lasting relationships
\n
• Benefit from full administrative and paraplanning support
\n

The Candidate

\n
• Minimum Level 4 Diploma qualified (Chartered status desirable)
\n
• Strong knowledge of financial planning products, particularly pensions and investments
\n
• A client-focused approach with excellent communication and relationship-building skills
\n

Salary & Benefits

A competitive basic salary of up to £65,000 (negotiable) is on offer. The overall remuneration package will be tailored to reflect the experience and calibre of the successful candidate, alongside a comprehensive and attractive benefits package.