Financial Adviser

RecruitUK; Leeds; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Competitive salary up to £40k

Excellent bonuses and benefits

Flex working - office/home based

Full exam training towards Chartered status

Opportunity to deal with High Net Worth Clients

Job summary

A leading recruitment firm in the UK is seeking an Independent Financial Adviser to join a well-established financial advice firm in Leeds. The role offers a competitive salary up to £40k with excellent bonuses, alongside opportunities for professional development including full exam training towards level 6 Chartered status. Successful candidates will be level 4 diploma qualified, capable of managing client relationships, and delivering high-quality financial advice. Flexibility in working arrangements is also a significant advantage.

Qualifications

• Level 4 diploma qualified professional is required.
• Ability to communicate advice practices clearly and effectively.
• Strong understanding of holistic financial planning strategies.

Responsibilities

• Deliver financial planning and wealth management advice.
• Establish and manage long-lasting client relationships.
• Work alongside Paraplanners and Compliance teams.

Skills

Ability to work under pressure

Effective communication skills

Technical knowledge of financial planning

Education

Diploma (Dip PFS) or equivalent

Job description

Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity that can provide you with the training and tools to become an excellent adviser? Then look no further.

Recruit UK are working on an excellent opportunity for an Independent Financial Adviser role in Leeds to join a well-established UK Independent Financial Advice firm.

My client is a leading UK wealth management and private client financial advice firm. They are looking for a level 4 diploma qualified professional to work on an existing national introducer contract building strong long‑lasting relationships and managing and developing a client bank. You will be delivering financial planning and wealth management advice and working with a paraplanning team to ensure advice given is of the highest quality.

What’s in it for you:

• Competitive salary up to £40k plus excellent bonuses and benefits
• Flex working - office/home based
• Opportunity to deal with High Net Worth Clients and build own client base
• Full exam training towards obtaining level 6 Chartered status
• Work alongside dedicated team of Paraplanners, Compliance and Administrators
• Join friendly team at central Leeds offices

Skills and experience required:

• Diploma (Dip PFS) or equivalent
• Ability to work under pressure to meet deadlines
• Ability to understand and communicate advice practices and processes clearly and effectively
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions