Diploma Qualified Financial Advisor

Search Consultancy LTD; Leeds; On-site; GBP 40,000 - 70,000; Full time

Job summary

Search Consultancy Ltd is recruiting for an established wealth management practice in Yorkshire seeking an experienced Financial Adviser to support growth and rising client demand.

You will inherit and develop existing client relationships while actively growing your own portfolio, backed by paraplanning, administration support and a structured development programme within a high-performing team.

Qualifications

• Level 4 Diploma or higher (minimum).
• Existing Financial Adviser, Wealth Planner or Financial Planning Consultant.
• Strong relationship-building and client-facing skills.
• Motivated, professional and commercially minded.
• Committed to delivering high-quality financial advice.

Responsibilities

• Provide holistic financial planning advice to high-net-worth individuals and families.
• Manage and develop existing client relationships.
• Build a sustainable recurring income stream.
• Receive ongoing support from an experienced paraplanning and administration team.
• Benefit from structured professional development, mentoring and coaching.
• Join a high-performing practice with a strong presence across Yorkshire.

Skills

Relationship building

Client facing

Motivated

Professional

Commercial minded

Deliver high-quality advice

Education

Level 4 Diploma (minimum)

Job description

An established and highly successful wealth management practice in Yorkshire is looking to appoint an experienced, qualified Financial Adviser to support continued growth and increasing client demand.

This role offers the opportunity to join a well-respected advisory business with a strong reputation for client service, a collaborative culture and significant investment in adviser development. The successful individual will inherit and develop existing client relationships while also identifying opportunities to grow their own portfolio.

The opportunity:

• Provide holistic financial planning advice to high-net-worth individuals and families
• Manage and develop existing client relationships
• Build a sustainable recurring income stream
• Receive ongoing support from an experienced paraplanning and administration team
• Benefit from structured professional development, mentoring and coaching
• Join a high-performing practice with a strong presence across Yorkshire

About you:

• Level 4 Diploma qualified (minimum)
• Existing Financial Adviser, Wealth Planner or Financial Planning Consultant
• Strong relationship-building and client-facing skills
• Motivated, professional and commercially minded
• Committed to delivering high-quality financial advice

This is an excellent opportunity for an ambitious adviser seeking the backing, infrastructure and support of an established wealth management firm while retaining the ability to develop long-term client relationships and grow their business.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age