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

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

The Candidate

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

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.