Financial Adviser & Wealth Lead

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 unique position goes beyond a traditional advisory role, allowing you to shape and develop the firm’s wealth proposition while working closely with senior stakeholders.

Key responsibilities

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

Required profile

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

Required skills

What we offer

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