Senior Financial Adviser – Remote (Leeds)

About the role

We are seeking a Senior Financial Adviser to work remotely from Leeds, providing independent advice to a professional client base. You will support both new and existing customers without the need for an existing client bank.

Key responsibilities

• Provide independent financial advice to new and existing professional clients.
• Develop and maintain client relationships without the need for an existing client bank.
• Deliver tailored wealth management solutions and support complex cases.
• Utilise appointment‑booking assistance to focus on advisory work.

Required profile

• Level 4 Diploma in Financial Planning (or equivalent) and working towards Chartered status.
• Proven experience in financial advice, preferably in a senior capacity.
• Strong understanding of regulatory and compliance requirements.

Required skills

What we offer

• Basic salary £50,000‑£60,000 per year, OTE up to £80,000.
• Potential earnings exceeding six figures through bonus schemes.
• Company car or £6,000 car allowance.
• 25 days holiday plus bank holidays.
• Pension scheme with up to 10% employer matching.
• Flexible benefits and comprehensive training support.