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This job expired on 27/09/2026. It no longer accepts applications.
Financial Advisor – HNW Clients, Full Support, £50k‑£90k
Resource Matters Ltd · Leeds
Job description
About the role
Join a leading blue‑chip firm that provides holistic financial advice to high‑net‑worth (HNW) clients across the UK. The role comes with a ready pipeline of clients, lead‑generation support and a fully equipped back‑office.
Key responsibilities
- Deliver tailored financial planning and wealth management advice to HNW individuals.
- Manage client portfolios, ensuring compliance with regulatory standards.
- Collaborate with research, paraplanning and administrative teams to prepare proposals.
- Maintain and grow the client book through proactive relationship management.
- Achieve sales targets and contribute to the firm’s growth objectives.
Required profile
- Legal right to work in the UK.
- Proven track record of consistent success in a financial advisory role.
- Full Diploma in Financial Planning (or equivalent qualification).
- Demonstrated commitment to previous employers.
Required skills
What we offer
- Competitive basic salary of £50,000‑£90,000 plus uncapped bonuses.
- Car allowance, laptop, smartphone and full home‑office setup.
- Pension scheme and 25 days holiday (excluding bank holidays).
- Opportunities for professional development within a prestigious firm.
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Resource Matters Ltd
Leeds