Financial Adviser

Phoenix Talent Partners; Leeds; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial services recruitment firm is seeking an experienced Financial Adviser to support clients in the professional services sector across the North West and Yorkshire. This role offers autonomy, a competitive salary, and the backing of a supportive team. Ideal candidates will be QCF Level 4 qualified and have a proven track record in financial advice. Enjoy managing your own diary and delivering high-quality, relationship-led advice with flexible working arrangements.

Benefits

Competitive salary

Impressive OTE

Car allowance

Excellent benefits

Qualifications

• Proven experience as a Financial Adviser.
• Ability to build and grow long-term client relationships.
• Strong communicator with a proactive approach.

Responsibilities

• Build and grow long-term client relationships.
• Provide specialist financial advice to professionals.
• Manage your own workload and make confident commercial decisions.
• Work collaboratively with a dedicated support team.

Skills

QCF Level 4 qualification

Strong communication skills

Client-centric mindset

Self-motivated

Commercial adaptability

Education

QCF Level 4 qualification

Job description

Financial Adviser – Professional Services Sector

Manchester, Leeds, Chester & Surrounding Areas

Competitive basic and impressive OTE + Car Allowance + Excellent Benefits

Phoenix Talent Partners is partnering with a long-established financial services organisation to recruit an experienced Financial Adviser to support clients in the professional services sector across the North West and Yorkshire.

This is a brilliant opportunity for a QCF Level 4 adviser who values autonomy, meaningful client relationships and the backing of a supportive internal team. With no office requirement, you’ll manage your own diary while delivering high-quality, relationship-led advice to trusted professionals.

What you’ll do

• Build and grow long-term client relationships
• Provide specialist financial advice to professionals
• Manage your own workload and make confident commercial decisions
• Work collaboratively with a dedicated support team who’ll qualify leads and arrange appointments

What we’re looking for

• QCF Level 4 qualified with proven advice experience
• Strong communicator with a client‑centric mindset
• Self‑motivated, commercial and adaptable

What’s on offer

• Competitive salary and OTE + car allowance

28–30 days...