Financial Advisor

About the role

Our client, an award‑winning financial planning firm in Leeds, is looking for an experienced Financial Advisor to join their permanent team. You will inherit a ready‑made client bank and have the chance to manage existing relationships while building your own portfolio.

Key responsibilities

• Deliver high‑quality, bespoke financial advice backed 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.
• Collaborate closely with senior advisers and benefit from full administrative and paraplanning support.

Required profile

• Minimum Level 4 Diploma qualification (Chartered status desirable).
• Strong knowledge of financial planning products, especially pensions and investments.
• Client‑focused approach with excellent communication and relationship‑building skills.

Required skills

What we offer

• Competitive basic salary up to £65,000 (negotiable) with a tailored remuneration package.
• Comprehensive benefits package.
• Full administrative and paraplanning support.
• Opportunity to grow a personal client portfolio within a supportive team.