Financial Adviser

Heat Recruitment; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in the United Kingdom is seeking a Self-Employed Financial Adviser who values freedom and earning potential. Candidates will receive a provided client bank, have complete flexibility in work hours and locations, and benefit from robust back-office support. This role offers independence while emphasizing strong advisory skills and client relationship management.

Benefits

Existing client bank to get you started

Complete flexibility – work when, where, and how you choose

Tailored remuneration structure

Back-office support: compliance, admin, and paraplanning

Business development support

Qualifications

• Minimum 2 years of advising experience.
• CAS status preferred (support available for the right candidate).

Responsibilities

• Provide holistic financial advice across pensions, investments, protection, and more.
• Manage and develop a provided client bank.
• Build long-term relationships and grow your client base.
• Stay up-to-date with industry regulations and best practices.

Skills

Excellent communication and relationship-building skills

Self-starter with a passion for delivering outstanding client outcomes

Education

Level 4 Diploma in Financial Planning (or equivalent)

Job description

Self‑Employed Financial Adviser

Client Bank Provided

Job Information

• Location: LEEDS
• Location: UK‑Wide (Remote/Flexible)
• Salary: Competitive
• Type: Permanent
• Workplace: On‑Site
• Reference: 88707

Overview

Are you an experienced financial adviser looking for more freedom, better earning potential, and the chance to build your business your way? We’re looking for a Self‑Employed Financial Adviser to join a highly supportive and forward‑thinking firm offering flexibility, independence, and robust back‑office support.

Benefits

• Existing client bank to get you started
• Complete flexibility – work when, where, and how you choose
• Tailored remuneration structure to suit your income goals
• Back‑office support: compliance, admin, and paraplanning
• Independence with a strong network behind you

Responsibilities

• Provide holistic financial advice across pensions, investments, protection, and more
• Manage and develop a provided client bank
• Build long‑term relationships and grow your client base
• Stay up‑to‑date with industry regulations and best practices

Qualifications

• Level 4 Diploma in Financial Planning (or equivalent)
• Minimum 2 years of advising experience
• Excellent communication and relationship‑building skills
• Self‑starter with a passion for delivering outstanding client outcomes
• CAS status preferred (support available for the right candidate)

Why Join Us

• Client bank access means immediate income potential
• Zero‑pressure selling – focus on doing the right thing for your clients
• Business development support – grow at your own pace
• No limits on earnings, work‑life balance, and personal growth in your hands